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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $655K | Buy |
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|
2025
Q2 | $538K | Buy |
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|
2025
Q1 | $493K | Sell |
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|
2024
Q4 | $499K | Sell |
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|
2024
Q3 | $474K | Buy |
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|
2024
Q2 | $400K | Hold |
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|
2024
Q1 | $410K | Sell |
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|
2023
Q4 | $371K | Buy |
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|
2023
Q3 | $245K | Buy |
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|
2023
Q2 | $219K | Sell |
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|
2023
Q1 | $213K | Sell |
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|
2022
Q4 | $235K | Sell |
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|
2022
Q3 | $282K | Sell |
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|
2022
Q2 | $355K | Sell |
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|
2022
Q1 | $501K | Buy |
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|
2021
Q4 | $412K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $370K | Buy |
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|
2021
Q1 | $270K | Hold |
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|
2020
Q4 | $233K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $216K | Buy |
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