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 Q4	–	Sell	-1,741	Closed	-$229K	–	440
2025 Q3	$229K	Sell	1,741 -22	-1%	-$2.85K	0.02%	401
2025 Q2	$224K	Sell	1,763 -816	-32%	-$97.3K	0.02%	387
2025 Q1	$308K	Sell	2,579 -609	-19%	-$74.2K	0.03%	325
2024 Q4	$376K	Sell	3,188 -622	-16%	-$73.6K	0.03%	303
2024 Q3	$419K	Buy	3,810 +79	+2%	+$8.37K	0.03%	285
2024 Q2	$373K	Sell	3,731 -1,987	-35%	-$198K	0.04%	271
2024 Q1	$585K	Sell	5,718 -1,933	-25%	-$185K	0.06%	222
2023 Q4	$706K	Sell	7,651 -2,766	-27%	-$232K	0.08%	198
2023 Q3	$837K	Buy	10,417 +195	+2%	+$16.3K	0.1%	163
2023 Q2	$830K	Sell	10,222 -1,727	-14%	-$136K	0.11%	170
2023 Q1	$931K	Buy	11,949 +4,298	+56%	+$364K	0.13%	156
2022 Q4	$706K	Buy	7,651 +1,663	+28%	+$137K	0.08%	198
2022 Q3	$446K	Buy	5,988 +127	+2%	+$10.3K	0.1%	175
2022 Q2	$452K	Buy	5,861 +420	+8%	+$35.5K	0.09%	179
2022 Q1	$508K	Buy	5,441 +604	+12%	+$57.8K	0.1%	173
2021 Q4	$467K	Buy	+4,837	New	+$471K	0.09%	185