SW
SVB Wealth’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-676
| Closed | -$80.8K | – | 1586 |
|
|
2025
Q1 | $80.8K | Buy |
+676
| New | +$80.8K | ﹤0.01% | 451 |
|
|
2020
Q3 | – | Sell |
-3,893
| Closed | -$223K | – | 762 |
|
|
2020
Q2 | $223K | Sell |
3,893
-137
| -3% | -$7.85K | ﹤0.01% | 522 |
|
|
2020
Q1 | $204K | Sell |
4,030
-901
| -18% | -$45.6K | 0.01% | 460 |
|
|
2019
Q4 | $376K | Buy |
4,931
+1,961
| +66% | +$150K | 0.01% | 467 |
|
|
2019
Q3 | $208K | Buy |
+2,970
| New | +$208K | ﹤0.01% | 488 |
|