R.M. Davis Inc’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $209K | Hold |
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|
2024
Q4 | $207K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $241K | Hold |
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|
2023
Q1 | $231K | Buy |
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|
2022
Q4 | $244K | Buy |
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|
2022
Q3 | $216K | Hold |
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|
2022
Q2 | $224K | Buy |
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|
2022
Q1 | $253K | Buy |
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|
2021
Q4 | $248K | Sell |
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|
2021
Q3 | $310K | Buy |
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