Summit Asset Management’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 | $258K | Hold |
2,024
| – | – | 0.04% | 143 |
|
|
2025
Q1 | $242K | Hold |
2,024
| – | – | 0.04% | 144 |
|
|
2024
Q4 | $239K | Buy |
2,024
+11
| +0.5% | +$1.3K | 0.04% | 148 |
|
|
2024
Q3 | $221K | Buy |
2,013
+9
| +0.4% | +$989 | 0.04% | 156 |
|
|
2024
Q2 | $200K | Hold |
2,004
| – | – | 0.04% | 154 |
|
|
2024
Q1 | $205K | Buy |
+2,004
| New | +$205K | 0.04% | 154 |
|