Sequoia Financial Advisors’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 |
5,116
+152
| +3% | +$19.4K | ﹤0.01% | 1145 |
|
|
2025
Q4 | $663K | Sell |
4,964
-25
| -0.5% | -$3.25K | ﹤0.01% | 1114 |
|
|
2025
Q3 | $655K | Buy |
4,989
+760
| +18% | +$98.4K | ﹤0.01% | 991 |
|
|
2025
Q2 | $538K | Buy |
4,229
+102
| +2% | +$12.2K | ﹤0.01% | 961 |
|
|
2025
Q1 | $493K | Sell |
4,127
-99
| -2% | -$12.1K | ﹤0.01% | 860 |
|
|
2024
Q4 | $499K | Sell |
4,226
-86
| -2% | -$10.2K | ﹤0.01% | 803 |
|
|
2024
Q3 | $474K | Buy |
4,312
+305
| +8% | +$32.3K | 0.01% | 769 |
|
|
2024
Q2 | $400K | Hold |
4,007
| – | – | ﹤0.01% | 777 |
|
|
2024
Q1 | $410K | Sell |
4,007
-15
| -0.4% | -$1.44K | 0.01% | 755 |
|
|
2023
Q4 | $371K | Buy |
4,022
+967
| +32% | +$81.3K | ﹤0.01% | 844 |
|
|
2023
Q3 | $245K | Buy |
3,055
+357
| +13% | +$29.8K | ﹤0.01% | 773 |
|
|
2023
Q2 | $219K | Sell |
2,698
-36
| -1% | -$2.83K | ﹤0.01% | 831 |
|
|
2023
Q1 | $213K | Sell |
2,734
-112
| -4% | -$9.47K | ﹤0.01% | 746 |
|
|
2022
Q4 | $235K | Sell |
2,846
-942
| -25% | -$77.8K | 0.01% | 676 |
|
|
2022
Q3 | $282K | Sell |
3,788
-813
| -18% | -$66.1K | 0.01% | 400 |
|
|
2022
Q2 | $355K | Sell |
4,601
-760
| -14% | -$64.2K | 0.01% | 397 |
|
|
2022
Q1 | $501K | Buy |
5,361
+1,096
| +26% | +$105K | 0.01% | 357 |
|
|
2021
Q4 | $412K | Buy |
+4,265
| New | +$416K | 0.01% | 368 |
|
|
2021
Q3 | – | Sell |
-4,090
| Closed | -$370K | – | 447 |
|
|
2021
Q2 | $370K | Buy |
4,090
+891
| +28% | +$80.5K | 0.01% | 331 |
|
|
2021
Q1 | $270K | Hold |
3,199
| – | – | 0.01% | 362 |
|
|
2020
Q4 | $233K | Buy |
+3,199
| New | +$211K | 0.01% | 363 |
|
|
2020
Q1 | – | Sell |
-2,831
| Closed | -$216K | – | 411 |
|
|
2019
Q4 | $216K | Buy |
+2,831
| New | +$207K | 0.01% | 351 |
|
Other funds holding VFH
PCH
MMEA
