SeaCrest Wealth Management’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 | $233K | Sell |
1,829
-1,001
| -35% | -$127K | 0.03% | 524 |
|
|
2025
Q1 | $338K | Buy |
2,830
+450
| +19% | +$53.8K | 0.04% | 442 |
|
|
2024
Q4 | $281K | Buy |
+2,380
| New | +$281K | 0.03% | 512 |
|
|
2022
Q3 | – | Sell |
-2,026
| Closed | -$156K | – | 1485 |
|
|
2022
Q2 | $156K | Sell |
2,026
-220
| -10% | -$16.9K | 0.02% | 699 |
|
|
2022
Q1 | $210K | Buy |
+2,246
| New | +$210K | 0.02% | 643 |
|
|
2019
Q2 | – | Sell |
-603
| Closed | -$39K | – | 1791 |
|
|
2019
Q1 | $39K | Sell |
603
-205
| -25% | -$13.3K | 0.01% | 1027 |
|
|
2018
Q4 | $48K | Buy |
808
+216
| +36% | +$12.8K | 0.01% | 913 |
|
|
2018
Q3 | $41K | Buy |
592
+20
| +3% | +$1.39K | 0.01% | 1087 |
|
|
2018
Q2 | $39K | Hold |
572
| – | – | 0.01% | 1079 |
|
|
2018
Q1 | $40K | Buy |
572
+23
| +4% | +$1.61K | 0.01% | 1048 |
|
|
2017
Q4 | $38K | Buy |
+549
| New | +$38K | 0.01% | 1077 |
|