Raymond James Trust’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
2024
Q3
$621K Sell
2024
Q2
$587K Buy
2024
Q1
$484K Sell
2023
Q4
$496K Buy
2023
Q3
$272K Hold
2023
Q2
$275K Buy
2023
Q1
$230K Sell
2022
Q4
$256K Buy
2022
Q3
Sell
2022
Q2
$950K Buy
2022
Q1
$993K Buy
2021
Q4
$858K Buy
2021
Q3
$813K Buy
2021
Q2
$573K Buy