Strategic Wealth Partners’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Buy |
+2,992
| New | +$381K | 0.03% | 243 |
|
|
2024
Q4 | $9.63M | Buy |
76,183
+1,854
| +2% | +$234K | 0.8% | 40 |
|
|
2024
Q3 | $8.17M | Buy |
+74,329
| New | +$8.17M | 0.79% | 40 |
|
|
2024
Q2 | – | Sell |
-75,010
| Closed | -$7.68M | – | 305 |
|
|
2024
Q1 | $7.68M | Buy |
75,010
+7,169
| +11% | +$734K | 0.84% | 32 |
|
|
2023
Q4 | $6.26M | Buy |
67,841
+1,119
| +2% | +$103K | 0.77% | 35 |
|
|
2023
Q3 | $5.36M | Buy |
66,722
+3,438
| +5% | +$276K | 0.71% | 32 |
|
|
2023
Q2 | $5.14M | Buy |
+63,284
| New | +$5.14M | 0.67% | 31 |
|
|
2019
Q4 | – | Sell |
-76
| Closed | -$5 | – | 488 |
|
|
2019
Q3 | $5 | Buy |
+76
| New | +$5 | ﹤0.01% | 639 |
|
|
2019
Q1 | – | Sell |
-56
| Closed | -$3K | – | 816 |
|
|
2018
Q4 | $3K | Buy |
+56
| New | +$3K | ﹤0.01% | 627 |
|