TFA
Tranquilli Financial Advisor’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.92M | Sell |
30,775
-17,715
| -37% | -$2.26M | 2.43% | 10 |
|
|
2025
Q1 | $5.79M | Buy |
48,490
+301
| +0.6% | +$36K | 3.67% | 4 |
|
|
2024
Q4 | $5.69M | Sell |
48,189
-136
| -0.3% | -$16.1K | 3.6% | 4 |
|
|
2024
Q3 | $5.31M | Buy |
48,325
+425
| +0.9% | +$46.7K | 3.33% | 8 |
|
|
2024
Q2 | $4.79M | Sell |
47,900
-1,173
| -2% | -$117K | 3.21% | 7 |
|
|
2024
Q1 | $5.02M | Buy |
49,073
+27,915
| +132% | +$2.86M | 3.35% | 8 |
|
|
2023
Q4 | $1.95M | Sell |
21,158
-44,720
| -68% | -$4.13M | 1.38% | 17 |
|
|
2023
Q3 | $5.29M | Buy |
+65,878
| New | +$5.29M | 3.82% | 4 |
|
|
2023
Q1 | – | Sell |
-17,711
| Closed | -$1.47M | – | 93 |
|
|
2022
Q4 | $1.47M | Buy |
+17,711
| New | +$1.47M | 1.11% | 15 |
|
|
2022
Q2 | – | Sell |
-39,272
| Closed | -$3.67M | – | 82 |
|
|
2022
Q1 | $3.67M | Sell |
39,272
-17,343
| -31% | -$1.62M | 2.61% | 12 |
|
|
2021
Q4 | $5.47M | Buy |
56,615
+1,881
| +3% | +$182K | 3.83% | 5 |
|
|
2021
Q3 | $5.07M | Buy |
54,734
+982
| +2% | +$91K | 3.8% | 7 |
|
|
2021
Q2 | $4.86M | Buy |
53,752
+481
| +0.9% | +$43.5K | 3.65% | 5 |
|
|
2021
Q1 | $4.5M | Sell |
53,271
-1,120
| -2% | -$94.6K | 3.63% | 4 |
|
|
2020
Q4 | $3.96M | Buy |
+54,391
| New | +$3.96M | 3.6% | 6 |
|