SWMG LLC’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
Q1 | – | Sell |
-1,754
| Closed | -$217K | – | 126 |
|
|
2024
Q4 | $217K | Sell |
1,754
-16
| -0.9% | -$1.98K | 0.09% | 113 |
|
|
2024
Q3 | $216K | Buy |
+1,770
| New | +$216K | 0.09% | 114 |
|
|
2024
Q1 | – | Sell |
-3,006
| Closed | -$277K | – | 107 |
|
|
2023
Q4 | $277K | Sell |
3,006
-700
| -19% | -$64.6K | 0.13% | 85 |
|
|
2023
Q3 | $298K | Sell |
3,706
-80
| -2% | -$6.43K | 0.16% | 79 |
|
|
2023
Q2 | $308K | Sell |
3,786
-23
| -0.6% | -$1.87K | 0.16% | 67 |
|
|
2023
Q1 | $297K | Sell |
3,809
-54
| -1% | -$4.21K | 0.17% | 71 |
|
|
2022
Q4 | $320K | Sell |
3,863
-3,475
| -47% | -$287K | 0.19% | 58 |
|
|
2022
Q3 | $546K | Buy |
+7,338
| New | +$546K | 0.36% | 46 |
|
|
2022
Q1 | $877K | Sell |
9,394
-341
| -4% | -$31.8K | 0.48% | 34 |
|
|
2021
Q4 | $940K | Sell |
9,735
-674
| -6% | -$65.1K | 0.5% | 33 |
|
|
2021
Q3 | $964K | Sell |
10,409
-3,337
| -24% | -$309K | 0.56% | 33 |
|
|
2021
Q2 | $1.24M | Buy |
13,746
+70
| +0.5% | +$6.33K | 0.73% | 29 |
|
|
2021
Q1 | $1.16M | Sell |
13,676
-402
| -3% | -$34K | 0.79% | 26 |
|
|
2020
Q4 | $1.02M | Buy |
+14,078
| New | +$1.02M | 0.75% | 27 |
|