Stonebridge Financial Planning 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
Q2 | $234K | Sell |
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|
2025
Q1 | $237K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $216K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $141K | Buy |
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|
2021
Q3 | $84K | Buy |
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|
2021
Q2 | $53K | Buy |
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|
2021
Q1 | $26K | Buy |
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|
2020
Q4 | $15K | Hold |
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|
2020
Q3 | $12K | Sell |
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|
2020
Q2 | $42K | Sell |
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|
2020
Q1 | $46K | Hold |
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|
2019
Q4 | $65K | Buy |
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