Sound View Wealth Advisors Group’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
Q2 | $224K | Sell |
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|
2025
Q1 | $308K | Sell |
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|
2024
Q4 | $376K | Sell |
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|
2024
Q3 | $419K | Buy |
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|
2024
Q2 | $373K | Sell |
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|
2024
Q1 | $585K | Sell |
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|
2023
Q4 | $706K | Sell |
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|
2023
Q3 | $837K | Buy |
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|
2023
Q2 | $830K | Sell |
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|
2023
Q1 | $931K | Buy |
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|
2022
Q4 | $706K | Buy |
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|
2022
Q3 | $446K | Buy |
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|
2022
Q2 | $452K | Buy |
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|
2022
Q1 | $508K | Buy |
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|
2021
Q4 | $467K | Buy |
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