Spire Wealth Management’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 | $92.3K | Sell |
725
-706
| -49% | -$89.9K | ﹤0.01% | 1003 |
|
|
2025
Q1 | $171K | Sell |
1,431
-889
| -38% | -$106K | 0.01% | 862 |
|
|
2024
Q4 | $274K | Buy |
2,320
+481
| +26% | +$56.8K | 0.01% | 731 |
|
|
2024
Q3 | $202K | Buy |
1,839
+857
| +87% | +$94.2K | 0.01% | 726 |
|
|
2024
Q2 | $98.1K | Sell |
982
-1,955
| -67% | -$195K | ﹤0.01% | 899 |
|
|
2024
Q1 | $301K | Buy |
2,937
+1,686
| +135% | +$173K | 0.01% | 664 |
|
|
2023
Q4 | $116K | Buy |
1,251
+368
| +42% | +$34K | ﹤0.01% | 954 |
|
|
2023
Q3 | $70.9K | Buy |
883
+51
| +6% | +$4.1K | ﹤0.01% | 1049 |
|
|
2023
Q2 | $67.6K | Buy |
832
+30
| +4% | +$2.44K | ﹤0.01% | 1092 |
|
|
2023
Q1 | $62.5K | Sell |
802
-310
| -28% | -$24.1K | ﹤0.01% | 1107 |
|
|
2022
Q4 | $92K | Buy |
1,112
+26
| +2% | +$2.15K | 0.01% | 778 |
|
|
2022
Q3 | $81K | Sell |
1,086
-78
| -7% | -$5.82K | ﹤0.01% | 783 |
|
|
2022
Q2 | $90K | Sell |
1,164
-1,182
| -50% | -$91.4K | ﹤0.01% | 1076 |
|
|
2022
Q1 | $219K | Sell |
2,346
-311
| -12% | -$29K | 0.01% | 854 |
|
|
2021
Q4 | $257K | Buy |
2,657
+550
| +26% | +$53.2K | 0.01% | 985 |
|
|
2021
Q3 | $195K | Buy |
2,107
+769
| +57% | +$71.2K | 0.01% | 941 |
|
|
2021
Q2 | $121K | Sell |
1,338
-394
| -23% | -$35.6K | ﹤0.01% | 1119 |
|
|
2021
Q1 | $147K | Buy |
+1,732
| New | +$147K | ﹤0.01% | 1205 |
|