TD Private Client Wealth’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 | $414K | Buy |
3,252
+170
| +6% | +$21.6K | 0.01% | 500 |
|
|
2025
Q1 | $368K | Buy |
3,082
+200
| +7% | +$23.9K | 0.01% | 495 |
|
|
2024
Q4 | $340K | Buy |
2,882
+71
| +3% | +$8.38K | 0.01% | 513 |
|
|
2024
Q3 | $309K | Sell |
2,811
-20
| -0.7% | -$2.2K | 0.01% | 523 |
|
|
2024
Q2 | $283K | Buy |
2,831
+39
| +1% | +$3.9K | 0.01% | 516 |
|
|
2024
Q1 | $286K | Sell |
2,792
-246
| -8% | -$25.2K | 0.01% | 528 |
|
|
2023
Q4 | $280K | Sell |
3,038
-39
| -1% | -$3.6K | 0.01% | 508 |
|
|
2023
Q3 | $247K | Sell |
3,077
-42
| -1% | -$3.37K | 0.01% | 511 |
|
|
2023
Q2 | $253K | Buy |
3,119
+39
| +1% | +$3.17K | 0.01% | 528 |
|
|
2023
Q1 | $240K | Sell |
3,080
-79
| -3% | -$6.15K | 0.01% | 523 |
|
|
2022
Q4 | $261K | Sell |
3,159
-364
| -10% | -$30.1K | 0.01% | 511 |
|
|
2022
Q3 | $262K | Buy |
3,523
+125
| +4% | +$9.31K | 0.01% | 489 |
|
|
2022
Q2 | $262K | Sell |
3,398
-301
| -8% | -$23.2K | 0.01% | 491 |
|
|
2022
Q1 | $345K | Buy |
3,699
+284
| +8% | +$26.5K | 0.01% | 473 |
|
|
2021
Q4 | $330K | Sell |
3,415
-268
| -7% | -$25.9K | 0.01% | 473 |
|
|
2021
Q3 | $341K | Buy |
3,683
+387
| +12% | +$35.9K | 0.01% | 455 |
|
|
2021
Q2 | $298K | Sell |
3,296
-536
| -14% | -$48.5K | 0.01% | 470 |
|
|
2021
Q1 | $324K | Sell |
3,832
-432
| -10% | -$36.5K | 0.02% | 445 |
|
|
2020
Q4 | $311K | Sell |
4,264
-5,312
| -55% | -$387K | 0.02% | 436 |
|
|
2020
Q3 | $560K | Buy |
9,576
+575
| +6% | +$33.6K | 0.03% | 344 |
|
|
2020
Q2 | $515K | Buy |
9,001
+847
| +10% | +$48.5K | 0.03% | 354 |
|
|
2020
Q1 | $414K | Sell |
8,154
-727
| -8% | -$36.9K | 0.03% | 353 |
|
|
2019
Q4 | $677K | Buy |
+8,881
| New | +$677K | 0.04% | 314 |
|