QWM
Quaker Wealth Management’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.38M | Buy |
+34,440
| New | +$4.38M | 1.47% | 18 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 812 |
|
|
2024
Q3 | $3.65M | Buy |
+33,213
| New | +$3.65M | 1.34% | 22 |
|
|
2024
Q1 | $3.21M | Buy |
+31,376
| New | +$3.21M | 1.3% | 22 |
|
|
2022
Q3 | – | Sell |
-41,525
| Closed | -$3.21M | – | 48 |
|
|
2022
Q2 | $3.21M | Sell |
41,525
-1,855
| -4% | -$143K | 1.62% | 14 |
|
|
2022
Q1 | $4.05M | Buy |
43,380
+985
| +2% | +$92K | 1.76% | 16 |
|
|
2021
Q4 | $4.09M | Buy |
42,395
+2,794
| +7% | +$270K | 1.74% | 16 |
|
|
2021
Q3 | $3.67M | Buy |
+39,601
| New | +$3.67M | 4.21% | 8 |
|
|
2021
Q1 | $1.26M | Buy |
14,952
+3,410
| +30% | +$288K | 0.59% | 22 |
|
|
2020
Q4 | $841K | Buy |
11,542
+1,641
| +17% | +$120K | 0.44% | 24 |
|
|
2020
Q3 | $579K | Buy |
+9,901
| New | +$579K | 0.31% | 28 |
|