Retirement Planning Group (Kansas)’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 | $728K | Sell |
5,720
-397
| -6% | -$50.5K | 0.03% | 179 |
|
|
2025
Q1 | $731K | Buy |
6,117
+3,556
| +139% | +$425K | 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% | -$849K | 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% | +$39.5K | 0.08% | 96 |
|
|
2023
Q4 | $903K | Sell |
9,788
-8,087
| -45% | -$746K | 0.08% | 85 |
|
|
2023
Q3 | $1.44M | Buy |
17,875
+246
| +1% | +$19.8K | 0.15% | 48 |
|
|
2023
Q2 | $1.43M | Buy |
17,629
+8,987
| +104% | +$730K | 0.14% | 50 |
|
|
2023
Q1 | $673K | Buy |
8,642
+2
| +0% | +$156 | 0.07% | 72 |
|
|
2022
Q4 | $715K | Buy |
+8,640
| New | +$715K | 0.08% | 70 |
|