RCS
Retirement Capital Strategies’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-26,359
| Closed | -$3.11M | – | 92 |
|
|
2024
Q4 | $3.11M | Buy |
+26,359
| New | +$3.11M | 1.18% | 23 |
|
|
2024
Q2 | – | Sell |
-41,662
| Closed | -$4.27M | – | 83 |
|
|
2024
Q1 | $4.27M | Buy |
41,662
+2,846
| +7% | +$291K | 1.74% | 15 |
|
|
2023
Q4 | $3.58M | Sell |
38,816
-4,648
| -11% | -$429K | 1.55% | 17 |
|
|
2023
Q3 | $3.49M | Buy |
+43,464
| New | +$3.49M | 1.63% | 15 |
|