Sigma Planning Corp’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 | $727K | Sell |
5,709
-854
| -13% | -$109K | 0.02% | 626 |
|
|
2025
Q1 | $784K | Buy |
6,563
+700
| +12% | +$83.6K | 0.03% | 568 |
|
|
2024
Q4 | $692K | Buy |
5,863
+2,909
| +98% | +$343K | 0.02% | 609 |
|
|
2024
Q3 | $325K | Sell |
2,954
-3
| -0.1% | -$330 | 0.01% | 925 |
|
|
2024
Q2 | $295K | Sell |
2,957
-70
| -2% | -$6.99K | 0.01% | 931 |
|
|
2024
Q1 | $310K | Buy |
+3,027
| New | +$310K | 0.01% | 948 |
|
|
2023
Q4 | – | Sell |
-3,778
| Closed | -$304K | – | 1162 |
|
|
2023
Q3 | $304K | Buy |
3,778
+934
| +33% | +$75K | 0.01% | 914 |
|
|
2023
Q2 | $231K | Sell |
2,844
-2,819
| -50% | -$229K | 0.01% | 1038 |
|
|
2023
Q1 | $441K | Buy |
5,663
+90
| +2% | +$7.01K | 0.01% | 855 |
|
|
2022
Q4 | $461K | Sell |
5,573
-1,347
| -19% | -$111K | 0.02% | 788 |
|
|
2022
Q3 | $515K | Sell |
6,920
-461
| -6% | -$34.3K | 0.02% | 719 |
|
|
2022
Q2 | $570K | Sell |
7,381
-1,054
| -12% | -$81.4K | 0.02% | 701 |
|
|
2022
Q1 | $788K | Buy |
8,435
+749
| +10% | +$70K | 0.02% | 638 |
|
|
2021
Q4 | $742K | Buy |
7,686
+567
| +8% | +$54.7K | 0.02% | 663 |
|
|
2021
Q3 | $660K | Sell |
7,119
-590
| -8% | -$54.7K | 0.02% | 691 |
|
|
2021
Q2 | $697K | Buy |
7,709
+159
| +2% | +$14.4K | 0.02% | 678 |
|
|
2021
Q1 | $638K | Buy |
7,550
+3,365
| +80% | +$284K | 0.02% | 669 |
|
|
2020
Q4 | $305K | Sell |
4,185
-86
| -2% | -$6.27K | 0.01% | 881 |
|
|
2020
Q3 | $250K | Sell |
4,271
-148
| -3% | -$8.66K | 0.01% | 854 |
|
|
2020
Q2 | $253K | Sell |
4,419
-1,091
| -20% | -$62.5K | 0.01% | 842 |
|
|
2020
Q1 | $279K | Buy |
5,510
+253
| +5% | +$12.8K | 0.02% | 671 |
|
|
2019
Q4 | $401K | Sell |
5,257
-744
| -12% | -$56.8K | 0.02% | 662 |
|
|
2019
Q3 | $420K | Sell |
6,001
-2,459
| -29% | -$172K | 0.02% | 632 |
|
|
2019
Q2 | $584K | Sell |
8,460
-443
| -5% | -$30.6K | 0.03% | 504 |
|
|
2019
Q1 | $575K | Sell |
8,903
-1,275
| -13% | -$82.3K | 0.03% | 474 |
|
|
2018
Q4 | $604K | Sell |
10,178
-1,599
| -14% | -$94.9K | 0.04% | 378 |
|
|
2018
Q3 | $817K | Sell |
11,777
-142
| -1% | -$9.85K | 0.05% | 339 |
|
|
2018
Q2 | $804K | Buy |
11,919
+991
| +9% | +$66.8K | 0.05% | 332 |
|
|
2018
Q1 | $759K | Buy |
10,928
+268
| +3% | +$18.6K | 0.06% | 330 |
|
|
2017
Q4 | $747K | Buy |
10,660
+580
| +6% | +$40.6K | 0.06% | 324 |
|
|
2017
Q3 | $659K | Sell |
10,080
-1,946
| -16% | -$127K | 0.05% | 347 |
|
|
2017
Q2 | $752K | Buy |
12,026
+1,671
| +16% | +$104K | 0.07% | 305 |
|
|
2017
Q1 | $626K | Buy |
10,355
+6,970
| +206% | +$421K | 0.06% | 331 |
|
|
2016
Q4 | $201K | Buy |
+3,385
| New | +$201K | 0.02% | 641 |
|