SWMG LLC’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
Q1 | – | Sell |
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|
2024
Q4 | $217K | Sell |
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|
2024
Q3 | $216K | Buy |
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|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $277K | Sell |
|
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|
2023
Q3 | $298K | Sell |
|
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|
2023
Q2 | $308K | Sell |
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|
2023
Q1 | $297K | Sell |
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|
2022
Q4 | $320K | Sell |
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|
2022
Q3 | $546K | Buy |
|
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|
2022
Q1 | $877K | Sell |
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|
2021
Q4 | $940K | Sell |
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|
2021
Q3 | $964K | Sell |
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|
2021
Q2 | $1.24M | Buy |
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|
2021
Q1 | $1.16M | Sell |
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|
2020
Q4 | $1.02M | Buy |
|