Retirement Planning Company of New England’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 | $345K | Sell |
2,707
-3
| -0.1% | -$382 | 0.15% | 163 |
|
|
2025
Q1 | $324K | Sell |
2,710
-25
| -0.9% | -$2.99K | 0.16% | 161 |
|
|
2024
Q4 | $323K | Sell |
2,735
-10
| -0.4% | -$1.18K | 0.16% | 167 |
|
|
2024
Q3 | $302K | Sell |
2,745
-69
| -2% | -$7.58K | 0.15% | 166 |
|
|
2024
Q2 | $281K | Hold |
2,814
| – | – | 0.15% | 166 |
|
|
2024
Q1 | $288K | Buy |
2,814
+9
| +0.3% | +$922 | 0.16% | 173 |
|
|
2023
Q4 | $259K | Sell |
2,805
-156
| -5% | -$14.4K | 0.12% | 183 |
|
|
2023
Q3 | $238K | Sell |
2,961
-1,409
| -32% | -$113K | 0.13% | 167 |
|
|
2023
Q2 | $355K | Sell |
4,370
-40
| -0.9% | -$3.25K | 0.2% | 133 |
|
|
2023
Q1 | $343K | Sell |
4,410
-53
| -1% | -$4.13K | 0.21% | 139 |
|
|
2022
Q4 | $369K | Buy |
4,463
+3
| +0.1% | +$248 | 0.24% | 122 |
|
|
2022
Q3 | $332K | Buy |
4,460
+46
| +1% | +$3.42K | 0.24% | 125 |
|
|
2022
Q2 | $340K | Sell |
4,414
-82
| -2% | -$6.32K | 0.23% | 130 |
|
|
2022
Q1 | $419K | Buy |
4,496
+24
| +0.5% | +$2.24K | 0.24% | 129 |
|
|
2021
Q4 | $431K | Buy |
+4,472
| New | +$431K | 0.21% | 131 |
|