SFPG
Stonebridge Financial Planning Group’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Sell |
1,834
-150
| -8% | -$19.1K | 0.1% | 155 |
|
|
2025
Q1 | $237K | Buy |
+1,984
| New | +$237K | 0.11% | 151 |
|
|
2023
Q2 | – | Sell |
-2,776
| Closed | -$216K | – | 135 |
|
|
2023
Q1 | $216K | Buy |
+2,776
| New | +$216K | 0.14% | 118 |
|
|
2022
Q1 | – | Sell |
-1,490
| Closed | -$141K | – | 354 |
|
|
2021
Q4 | $141K | Buy |
1,490
+660
| +80% | +$62.5K | 0.07% | 137 |
|
|
2021
Q3 | $84K | Buy |
830
+250
| +43% | +$25.3K | 0.04% | 183 |
|
|
2021
Q2 | $53K | Buy |
580
+280
| +93% | +$25.6K | 0.03% | 207 |
|
|
2021
Q1 | $26K | Buy |
300
+100
| +50% | +$8.67K | 0.02% | 281 |
|
|
2020
Q4 | $15K | Hold |
200
| – | – | 0.01% | 298 |
|
|
2020
Q3 | $12K | Sell |
200
-550
| -73% | -$33K | 0.01% | 308 |
|
|
2020
Q2 | $42K | Sell |
750
-100
| -12% | -$5.6K | 0.04% | 196 |
|
|
2020
Q1 | $46K | Hold |
850
| – | – | 0.05% | 178 |
|
|
2019
Q4 | $65K | Buy |
+850
| New | +$65K | 0.06% | 159 |
|