Robertson Stephens Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.49M | Sell |
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|
2025
Q1 | $7.14M | Buy |
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|
2024
Q4 | $7.01M | Sell |
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|
2024
Q3 | $7.86M | Buy |
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|
2024
Q2 | $1.5M | Sell |
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|
2024
Q1 | $2.88M | Buy |
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|
2023
Q4 | $1.83M | Sell |
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|
2023
Q3 | $1.63M | Sell |
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|
2023
Q2 | $1.76M | Sell |
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|
2023
Q1 | $1.86M | Buy |
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|
2022
Q4 | $1.85M | Buy |
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|
2022
Q3 | $718K | Sell |
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|
2022
Q2 | $852K | Buy |
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|
2022
Q1 | $688K | Hold |
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|
2021
Q4 | $711K | Buy |
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|
2021
Q3 | $680K | Hold |
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|
2021
Q2 | $660K | Sell |
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|
2021
Q1 | $877K | Buy |
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|
2020
Q4 | $713K | Hold |
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|
2020
Q3 | $572K | Buy |
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