RBA Wealth Management’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Buy |
11,969
+522
| +5% | +$66.5K | 0.57% | 50 |
|
|
2025
Q1 | $1.37M | Buy |
11,447
+148
| +1% | +$17.7K | 0.54% | 52 |
|
|
2024
Q4 | $1.33M | Buy |
11,299
+536
| +5% | +$63.3K | 0.51% | 50 |
|
|
2024
Q3 | $1.18M | Buy |
10,763
+340
| +3% | +$37.4K | 0.46% | 50 |
|
|
2024
Q2 | $1.04M | Sell |
10,423
-598
| -5% | -$59.7K | 0.42% | 52 |
|
|
2024
Q1 | $1.13M | Buy |
11,021
+11
| +0.1% | +$1.13K | 0.46% | 50 |
|
|
2023
Q4 | $1.02M | Sell |
11,010
-42
| -0.4% | -$3.88K | 0.44% | 51 |
|
|
2023
Q3 | $888K | Sell |
11,052
-210
| -2% | -$16.9K | 0.43% | 51 |
|
|
2023
Q2 | $915K | Buy |
11,262
+1,490
| +15% | +$121K | 0.43% | 52 |
|
|
2023
Q1 | $761K | Buy |
9,772
+234
| +2% | +$18.2K | 0.38% | 55 |
|
|
2022
Q4 | $789K | Buy |
9,538
+346
| +4% | +$28.6K | 0.41% | 53 |
|
|
2022
Q3 | $684K | Buy |
9,192
+153
| +2% | +$11.4K | 0.39% | 55 |
|
|
2022
Q2 | $698K | Buy |
9,039
+284
| +3% | +$21.9K | 0.39% | 57 |
|
|
2022
Q1 | $818K | Sell |
8,755
-1,096
| -11% | -$102K | 0.39% | 60 |
|
|
2021
Q4 | $951K | Buy |
+9,851
| New | +$951K | 0.45% | 57 |
|
|
2021
Q1 | – | Sell |
-9,643
| Closed | -$702K | – | 270 |
|
|
2020
Q4 | $702K | Buy |
9,643
+277
| +3% | +$20.2K | 0.42% | 65 |
|
|
2020
Q3 | $548K | Buy |
9,366
+421
| +5% | +$24.6K | 0.37% | 72 |
|
|
2020
Q2 | $512K | Buy |
8,945
+338
| +4% | +$19.3K | 0.37% | 72 |
|
|
2020
Q1 | $437K | Buy |
+8,607
| New | +$437K | 0.38% | 74 |
|