Stratos Wealth Advisors’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 | $1.31M | Sell |
10,265
-259
| -2% | -$33K | 0.07% | 275 |
|
2025
Q1 | $1.26M | Hold |
10,524
| – | – | 0.07% | 268 |
|
2024
Q4 | $1.24M | Sell |
10,524
-39
| -0.4% | -$4.61K | 0.06% | 298 |
|
2024
Q3 | $1.16M | Sell |
10,563
-286
| -3% | -$31.4K | 0.05% | 326 |
|
2024
Q2 | $1.08M | Buy |
10,849
+396
| +4% | +$39.6K | 0.05% | 318 |
|
2024
Q1 | $1.07M | Sell |
10,453
-100
| -0.9% | -$10.2K | 0.06% | 314 |
|
2023
Q4 | $974K | Buy |
10,553
+2
| +0% | +$185 | 0.06% | 335 |
|
2023
Q3 | $847K | Sell |
10,551
-168
| -2% | -$13.5K | 0.06% | 338 |
|
2023
Q2 | $871K | Sell |
10,719
-14
| -0.1% | -$1.14K | 0.06% | 333 |
|
2023
Q1 | $836K | Sell |
10,733
-451
| -4% | -$35.1K | 0.06% | 324 |
|
2022
Q4 | $925K | Buy |
11,184
+34
| +0.3% | +$2.81K | 0.08% | 289 |
|
2022
Q3 | $830K | Sell |
11,150
-121
| -1% | -$9.01K | 0.09% | 270 |
|
2022
Q2 | $870K | Sell |
11,271
-6
| -0.1% | -$463 | 0.08% | 285 |
|
2022
Q1 | $1.05M | Sell |
11,277
-517
| -4% | -$48.3K | 0.09% | 266 |
|
2021
Q4 | $1.14M | Buy |
11,794
+183
| +2% | +$17.7K | 0.08% | 261 |
|
2021
Q3 | $1.08M | Hold |
11,611
| – | – | 0.09% | 242 |
|
2021
Q2 | $1.05M | Sell |
11,611
-6
| -0.1% | -$543 | 0.09% | 235 |
|
2021
Q1 | $982K | Sell |
11,617
-208
| -2% | -$17.6K | 0.1% | 210 |
|
2020
Q4 | $861K | Buy |
11,825
+620
| +6% | +$45.1K | 0.12% | 179 |
|
2020
Q3 | $656K | Buy |
11,205
+13
| +0.1% | +$761 | 0.16% | 147 |
|
2020
Q2 | $640K | Sell |
11,192
-112
| -1% | -$6.41K | 0.2% | 118 |
|
2020
Q1 | $573K | Buy |
11,304
+133
| +1% | +$6.74K | 0.41% | 65 |
|
2019
Q4 | $852K | Sell |
11,171
-12,862
| -54% | -$981K | 0.48% | 47 |
|
2019
Q3 | $1.68M | Sell |
24,033
-461
| -2% | -$32.3K | 0.64% | 34 |
|
2019
Q2 | $1.69M | Buy |
24,494
+99
| +0.4% | +$6.83K | 0.67% | 29 |
|
2019
Q1 | $1.57M | Sell |
24,395
-9,470
| -28% | -$611K | 0.85% | 27 |
|
2018
Q4 | $2.01M | Buy |
+33,865
| New | +$2.01M | 1.34% | 13 |
|