Retirement Planning Group (Kansas)’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
2026 Q1	$823K	Sell	6,816 -1,505	-18%	-$192K	0.03%	228
2025 Q4	$1.11M	Buy	8,321 +679	+9%	+$88.2K	0.04%	181
2025 Q3	$1M	Buy	7,642 +1,922	+34%	+$249K	0.03%	186
2025 Q2	$728K	Sell	5,720 -397	-6%	-$47.3K	0.03%	179
2025 Q1	$731K	Buy	6,117 +3,556	+139%	+$433K	0.03%	165
2024 Q4	$302K	Buy	2,561 +89	+4%	+$10.5K	0.02%	238
2024 Q3	$272K	Sell	2,472 -7,729	-76%	-$819K	0.01%	239
2024 Q2	$1.02M	Buy	10,201 +27	+0.3%	+$2.7K	0.06%	101
2024 Q1	$1.04M	Buy	10,174 +386	+4%	+$37K	0.08%	96
2023 Q4	$903K	Sell	9,788 -8,087	-45%	-$680K	0.08%	85
2023 Q3	$1.44M	Buy	17,875 +246	+1%	+$20.6K	0.15%	48
2023 Q2	$1.43M	Buy	17,629 +8,987	+104%	+$705K	0.14%	50
2023 Q1	$673K	Buy	8,642 +2	+0%	+$169	0.07%	72
2022 Q4	$715K	Buy	+8,640	New	+$714K	0.08%	70