SSWM
Sheets Smith Wealth Management’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Buy |
+1,666
| New | +$212K | 0.02% | 386 |
|
|
2025
Q1 | – | Sell |
-2,110
| Closed | -$249K | – | 393 |
|
|
2024
Q4 | $249K | Buy |
+2,110
| New | +$249K | 0.03% | 340 |
|
|
2023
Q4 | – | Sell |
-1,621
| Closed | -$130K | – | 494 |
|
|
2023
Q3 | $130K | Buy |
+1,621
| New | +$130K | 0.02% | 331 |
|
|
2022
Q2 | – | Sell |
-2,577
| Closed | -$241K | – | 348 |
|
|
2022
Q1 | $241K | Sell |
2,577
-369
| -13% | -$34.5K | 0.03% | 311 |
|
|
2021
Q4 | $284K | Sell |
2,946
-291
| -9% | -$28.1K | 0.04% | 315 |
|
|
2021
Q3 | $300K | Buy |
3,237
+292
| +10% | +$27.1K | 0.04% | 301 |
|
|
2021
Q2 | $266K | Sell |
2,945
-36
| -1% | -$3.25K | 0.04% | 315 |
|
|
2021
Q1 | $252K | Hold |
2,981
| – | – | 0.04% | 293 |
|
|
2020
Q4 | $217K | Buy |
+2,981
| New | +$217K | 0.03% | 313 |
|