Silver Oak Securities’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
2026 Q1	–	Sell	-4,235	Closed	-$570K	–	862
2025 Q4	$570K	Buy	4,235 +363	+9%	+$47.1K	0.04%	424
2025 Q3	$508K	Buy	3,872 +1,166	+43%	+$151K	0.04%	421
2025 Q2	$344K	Sell	2,706 -84	-3%	-$10K	0.03%	504
2025 Q1	$329K	Sell	2,790 -280	-9%	-$34.1K	0.03%	483
2024 Q4	$362K	Buy	3,070 +184	+6%	+$21.8K	0.03%	455
2024 Q3	$316K	Buy	2,886 +282	+11%	+$29.9K	0.03%	418
2024 Q2	$260K	Buy	2,604 +6	+0.2%	+$599	0.04%	316
2024 Q1	$266K	Sell	2,598 -246	-9%	-$23.6K	0.04%	315
2023 Q4	$262K	Buy	2,844 +115	+4%	+$9.66K	0.04%	404
2023 Q3	$219K	Buy	2,729 +8	+0.3%	+$669	0.05%	274
2023 Q2	$221K	Buy	+2,721	New	+$214K	0.04%	399
2022 Q4	–	Sell	-2,729	Closed	-$219K	–	483
2022 Q3	$219K	Buy	+2,729	New	+$222K	0.05%	274