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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $780K | Buy |
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|
2025
Q1 | $727K | Buy |
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|
2024
Q4 | $716K | Sell |
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|
2024
Q3 | $668K | Sell |
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|
2024
Q2 | $619K | Sell |
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|
2024
Q1 | $688K | Sell |
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|
2023
Q4 | $684K | Sell |
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|
2023
Q3 | $620K | Sell |
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|
2023
Q2 | $659K | Sell |
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|
2023
Q1 | $693K | Sell |
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|
2022
Q4 | $770K | Sell |
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|
2022
Q3 | $695K | Sell |
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|
2022
Q2 | $902K | Hold |
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|
2022
Q1 | $902K | Buy |
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|
2021
Q4 | $844K | Sell |
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|
2021
Q3 | $816K | Sell |
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|
2021
Q2 | $812K | Sell |
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|
2021
Q1 | $964K | Buy |
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|
2020
Q4 | $821K | Buy |
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