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
2026 Q1	$960K	Sell	7,942 -90	-1%	-$11.5K	0.35%	87
2025 Q4	$1.07M	Buy	8,032 +3,336	+71%	+$433K	0.39%	79
2025 Q3	$616K	Buy	4,696 +2,862	+156%	+$371K	0.23%	109
2025 Q2	$234K	Sell	1,834 -150	-8%	-$17.9K	0.1%	155
2025 Q1	$237K	Buy	+1,984	New	+$242K	0.11%	151
2023 Q2	–	Sell	-2,776	Closed	-$216K	–	135
2023 Q1	$216K	Buy	+2,776	New	+$235K	0.14%	118
2022 Q1	–	Sell	-1,490	Closed	-$141K	–	353
2021 Q4	$141K	Buy	1,490 +660	+80%	+$64.3K	0.07%	137
2021 Q3	$84K	Buy	830 +250	+43%	+$23.1K	0.04%	183
2021 Q2	$53K	Buy	580 +280	+93%	+$25.3K	0.03%	207
2021 Q1	$26K	Buy	300 +100	+50%	+$7.97K	0.02%	281
2020 Q4	$15K	Hold	200	–	–	0.01%	298
2020 Q3	$12K	Sell	200 -550	-73%	-$32.7K	0.01%	308
2020 Q2	$42K	Sell	750 -100	-12%	-$5.56K	0.04%	196
2020 Q1	$46K	Hold	850	–	–	0.05%	178
2019 Q4	$65K	Buy	+850	New	+$62K	0.06%	159