Tyler-Stone Wealth Management’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 | $741K | Buy |
5,819
+18
| +0.3% | +$2.29K | 0.12% | 156 |
|
|
2025
Q1 | $693K | Buy |
5,801
+21
| +0.4% | +$2.51K | 0.12% | 151 |
|
|
2024
Q4 | $682K | Buy |
5,780
+51
| +0.9% | +$6.02K | 0.12% | 152 |
|
|
2024
Q3 | $630K | Buy |
5,729
+2,875
| +101% | +$316K | 0.12% | 158 |
|
|
2024
Q2 | $285K | Hold |
2,854
| – | – | 0.12% | 149 |
|
|
2024
Q1 | $292K | Sell |
2,854
-482
| -14% | -$49.3K | 0.13% | 151 |
|
|
2023
Q4 | $308K | Sell |
3,336
-68
| -2% | -$6.27K | 0.15% | 132 |
|
|
2023
Q3 | $273K | Buy |
3,404
+15
| +0.4% | +$1.2K | 0.16% | 125 |
|
|
2023
Q2 | $275K | Buy |
+3,389
| New | +$275K | 0.16% | 126 |
|
|
2022
Q4 | $279K | Buy |
3,373
+39
| +1% | +$3.23K | 0.19% | 117 |
|
|
2022
Q3 | $248K | Hold |
3,334
| – | – | 0.19% | 116 |
|
|
2022
Q2 | $257K | Buy |
3,334
+14
| +0.4% | +$1.08K | 0.17% | 120 |
|
|
2022
Q1 | $310K | Buy |
3,320
+230
| +7% | +$21.5K | 0.17% | 123 |
|
|
2021
Q4 | $298K | Buy |
+3,090
| New | +$298K | 0.16% | 133 |
|