Valley Financial Group’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
$252K Sell
1,977
-50
-2% -$6.37K 0.15% 49
2025
Q1
$242K Sell
2,027
-22
-1% -$2.63K 0.16% 50
2024
Q4
$242K Sell
2,049
-2
-0.1% -$236 0.17% 52
2024
Q3
$225K Sell
2,051
-11
-0.5% -$1.21K 0.16% 54
2024
Q2
$206K Sell
2,062
-38
-2% -$3.8K 0.15% 56
2024
Q1
$215K Sell
2,100
-94
-4% -$9.63K 0.16% 53
2023
Q4
$202K Buy
+2,194
New +$202K 0.16% 56