Strategic Wealth Partners’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
Q3 | $340K | Sell |
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|
2025
Q2 | $381K | Buy |
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|
2024
Q4 | $9.63M | Buy |
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|
2024
Q3 | $8.17M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $7.68M | Buy |
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|
2023
Q4 | $6.26M | Buy |
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|
2023
Q3 | $5.36M | Buy |
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|
2023
Q2 | $5.14M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $5 | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $3K | Buy |
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