Sequoia Financial Advisors’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 | $538K | Buy |
4,229
+102
| +2% | +$13K | ﹤0.01% | 952 |
|
|
2025
Q1 | $493K | Sell |
4,127
-99
| -2% | -$11.8K | ﹤0.01% | 853 |
|
|
2024
Q4 | $499K | Sell |
4,226
-86
| -2% | -$10.2K | ﹤0.01% | 799 |
|
|
2024
Q3 | $474K | Buy |
4,312
+305
| +8% | +$33.5K | 0.01% | 767 |
|
|
2024
Q2 | $400K | Hold |
4,007
| – | – | ﹤0.01% | 775 |
|
|
2024
Q1 | $410K | Sell |
4,007
-15
| -0.4% | -$1.54K | 0.01% | 751 |
|
|
2023
Q4 | $371K | Buy |
4,022
+967
| +32% | +$89.2K | ﹤0.01% | 842 |
|
|
2023
Q3 | $245K | Buy |
3,055
+357
| +13% | +$28.7K | ﹤0.01% | 770 |
|
|
2023
Q2 | $219K | Sell |
2,698
-36
| -1% | -$2.92K | ﹤0.01% | 829 |
|
|
2023
Q1 | $213K | Sell |
2,734
-112
| -4% | -$8.72K | ﹤0.01% | 743 |
|
|
2022
Q4 | $235K | Sell |
2,846
-942
| -25% | -$77.9K | 0.01% | 675 |
|
|
2022
Q3 | $282K | Sell |
3,788
-813
| -18% | -$60.5K | 0.01% | 400 |
|
|
2022
Q2 | $355K | Sell |
4,601
-760
| -14% | -$58.6K | 0.01% | 397 |
|
|
2022
Q1 | $501K | Buy |
5,361
+1,096
| +26% | +$102K | 0.01% | 357 |
|
|
2021
Q4 | $412K | Buy |
+4,265
| New | +$412K | 0.01% | 368 |
|
|
2021
Q3 | – | Sell |
-4,090
| Closed | -$370K | – | 446 |
|
|
2021
Q2 | $370K | Buy |
4,090
+891
| +28% | +$80.6K | 0.01% | 331 |
|
|
2021
Q1 | $270K | Hold |
3,199
| – | – | 0.01% | 362 |
|
|
2020
Q4 | $233K | Buy |
+3,199
| New | +$233K | 0.01% | 363 |
|
|
2020
Q1 | – | Sell |
-2,831
| Closed | -$216K | – | 411 |
|
|
2019
Q4 | $216K | Buy |
+2,831
| New | +$216K | 0.01% | 351 |
|