SWM
Stapp Wealth Management’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-25,949
| Closed | -$3.1M | – | 32 |
|
|
2025
Q1 | $3.1M | Sell |
25,949
-1,018
| -4% | -$122K | 4.77% | 8 |
|
|
2024
Q4 | $3.18M | Buy |
26,967
+157
| +0.6% | +$18.5K | 4.96% | 8 |
|
|
2024
Q3 | $2.95M | Sell |
26,810
-438
| -2% | -$48.1K | 4.76% | 8 |
|
|
2024
Q2 | $2.72M | Sell |
27,248
-1,854
| -6% | -$185K | 4.72% | 8 |
|
|
2024
Q1 | $2.98M | Sell |
29,102
-507
| -2% | -$51.9K | 5.2% | 7 |
|
|
2023
Q4 | $2.73M | Sell |
29,609
-4,917
| -14% | -$454K | 4.59% | 8 |
|
|
2023
Q3 | $2.77M | Buy |
+34,526
| New | +$2.77M | 5.34% | 6 |
|
|
2023
Q2 | – | Sell |
-30,913
| Closed | -$24.1M | – | 25 |
|
|
2023
Q1 | $24.1M | Buy |
+30,913
| New | +$24.1M | 33.06% | 1 |
|