U.S. Capital Wealth Advisors’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.34M | Sell |
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|
2025
Q2 | $2.5M | Buy |
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|
2025
Q1 | $2.29M | Buy |
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|
2024
Q4 | $2.25M | Buy |
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|
2024
Q3 | $245K | Sell |
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|
2024
Q2 | $316K | Buy |
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|
2024
Q1 | $240K | Buy |
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|
2023
Q4 | $215K | Sell |
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|
2023
Q3 | $234K | Sell |
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|
2023
Q2 | $286K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $88.5K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $243K | Sell |
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|
2022
Q1 | $780K | Buy |
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|
2021
Q4 | $746K | Buy |
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|
2021
Q3 | $705K | Buy |
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