Sheets Smith Wealth Management’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 | $218K | Sell |
|
|||||
|
2025
Q2 | $212K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $249K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $130K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $241K | Sell |
|
|||||
|
2021
Q4 | $284K | Sell |
|
|||||
|
2021
Q3 | $300K | Buy |
|
|||||
|
2021
Q2 | $266K | Sell |
|
|||||
|
2021
Q1 | $252K | Hold |
|
|||||
|
2020
Q4 | $217K | Buy |
|