Safeguard Investment Advisory Group’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	$618K	Buy	5,164 +169	+3%	+$21.6K	0.17%	60
2025 Q4	$667K	Buy	4,995 +38	+0.8%	+$4.94K	0.17%	56
2025 Q3	$651K	Sell	4,957 -1,169	-19%	-$151K	0.16%	62
2025 Q2	$780K	Buy	6,126 +41	+0.7%	+$4.89K	0.19%	57
2025 Q1	$727K	Buy	6,085 +20	+0.3%	+$2.44K	0.2%	51
2024 Q4	$716K	Sell	6,065 -15	-0.2%	-$1.77K	0.2%	51
2024 Q3	$668K	Sell	6,080 -119	-2%	-$12.6K	0.19%	48
2024 Q2	$619K	Sell	6,199 -520	-8%	-$51.9K	0.19%	47
2024 Q1	$688K	Sell	6,719 -698	-9%	-$67K	0.23%	46
2023 Q4	$684K	Sell	7,417 -296	-4%	-$24.9K	0.26%	43
2023 Q3	$620K	Sell	7,713 -395	-5%	-$33K	0.27%	43
2023 Q2	$659K	Sell	8,108 -784	-9%	-$61.5K	0.28%	43
2023 Q1	$693K	Sell	8,892 -416	-4%	-$35.2K	0.33%	38
2022 Q4	$770K	Sell	9,308 -33	-0.4%	-$2.73K	0.47%	38
2022 Q3	$695K	Sell	9,341 -322	-3%	-$26.2K	0.48%	38
2022 Q2	$902K	Hold	9,663	–	–	0.56%	36
2022 Q1	$902K	Buy	9,663 +917	+10%	+$87.8K	0.62%	31
2021 Q4	$844K	Sell	8,746 -62	-0.7%	-$6.04K	0.49%	36
2021 Q3	$816K	Sell	8,808 -169	-2%	-$15.6K	0.53%	35
2021 Q2	$812K	Sell	8,977 -2,441	-21%	-$221K	0.58%	31
2021 Q1	$964K	Buy	11,418 +141	+1%	+$11.2K	0.86%	27
2020 Q4	$821K	Buy	+11,277	New	+$745K	0.73%	26