RFG Advisory’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
$301K Sell
2,366
-3,930
-62% -$500K 0.01% 772
2025
Q1
$752K Buy
6,296
+4,591
+269% +$549K 0.02% 468
2024
Q4
$201K Buy
+1,705
New +$201K 0.01% 746
2022
Q1
Sell
-5,657
Closed -$546K 544
2021
Q4
$546K Buy
+5,657
New +$546K 0.04% 286