Spire Wealth Management’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	$87.6K	Hold	725	–	–	﹤0.01%	1007
2025 Q4	$96.8K	Hold	725	–	–	﹤0.01%	999
2025 Q3	$95.1K	Hold	725	–	–	﹤0.01%	1001
2025 Q2	$92.3K	Sell	725 -706	-49%	-$84.2K	﹤0.01%	1003
2025 Q1	$171K	Sell	1,431 -889	-38%	-$108K	0.01%	862
2024 Q4	$274K	Buy	2,320 +481	+26%	+$56.9K	0.01%	731
2024 Q3	$202K	Buy	1,839 +857	+87%	+$90.8K	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%	+$162K	0.01%	664
2023 Q4	$116K	Buy	1,251 +368	+42%	+$30.9K	﹤0.01%	954
2023 Q3	$70.9K	Buy	883 +51	+6%	+$4.26K	﹤0.01%	1049
2023 Q2	$67.6K	Buy	832 +30	+4%	+$2.35K	﹤0.01%	1092
2023 Q1	$62.5K	Sell	802 -310	-28%	-$26.2K	﹤0.01%	1107
2022 Q4	$92K	Buy	1,112 +26	+2%	+$2.15K	0.01%	778
2022 Q3	$81K	Sell	1,086 -78	-7%	-$6.34K	﹤0.01%	783
2022 Q2	$90K	Sell	1,164 -1,182	-50%	-$99.8K	﹤0.01%	1076
2022 Q1	$219K	Sell	2,346 -311	-12%	-$29.8K	0.01%	854
2021 Q4	$257K	Buy	2,657 +550	+26%	+$53.6K	0.01%	985
2021 Q3	$195K	Buy	2,107 +769	+57%	+$70.9K	0.01%	941
2021 Q2	$121K	Sell	1,338 -394	-23%	-$35.6K	﹤0.01%	1119
2021 Q1	$147K	Buy	+1,732	New	+$138K	﹤0.01%	1205