TI
tru Independence’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $467K | Buy |
3,670
+13
| +0.4% | +$1.66K | 0.14% | 85 |
|
|
2025
Q1 | $437K | Buy |
3,657
+15
| +0.4% | +$1.79K | 0.14% | 80 |
|
|
2024
Q4 | $430K | Buy |
3,642
+37
| +1% | +$4.37K | 0.14% | 80 |
|
|
2024
Q3 | $396K | Buy |
3,605
+40
| +1% | +$4.4K | 0.12% | 85 |
|
|
2024
Q2 | $356K | Sell |
3,565
-189
| -5% | -$18.9K | 0.11% | 88 |
|
|
2024
Q1 | $384K | Buy |
3,754
+14
| +0.4% | +$1.43K | 0.11% | 86 |
|
|
2023
Q4 | $345K | Sell |
3,740
-3,007
| -45% | -$277K | 0.1% | 91 |
|
|
2023
Q3 | $542K | Sell |
6,747
-348
| -5% | -$28K | 0.19% | 79 |
|
|
2023
Q2 | $576K | Sell |
7,095
-350
| -5% | -$28.4K | 0.19% | 78 |
|
|
2023
Q1 | $580K | Sell |
7,445
-76
| -1% | -$5.92K | 0.19% | 80 |
|
|
2022
Q4 | $622K | Sell |
7,521
-129
| -2% | -$10.7K | 0.2% | 76 |
|
|
2022
Q3 | $569K | Sell |
7,650
-25
| -0.3% | -$1.86K | 0.2% | 78 |
|
|
2022
Q2 | $592K | Sell |
7,675
-682
| -8% | -$52.6K | 0.19% | 82 |
|
|
2022
Q1 | $780K | Sell |
8,357
-199
| -2% | -$18.6K | 0.21% | 81 |
|
|
2021
Q4 | $826K | Sell |
8,556
-298
| -3% | -$28.8K | 0.23% | 79 |
|
|
2021
Q3 | $820K | Buy |
+8,854
| New | +$820K | 0.23% | 76 |
|
|
2021
Q2 | – | Sell |
-9,767
| Closed | -$825K | – | 391 |
|
|
2021
Q1 | $825K | Buy |
+9,767
| New | +$825K | 0.16% | 133 |
|
|
2020
Q1 | – | Sell |
-12,663
| Closed | -$642K | – | 918 |
|
|
2019
Q4 | $642K | Buy |
+12,663
| New | +$642K | 0.09% | 141 |
|