Valmark Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $984K | Buy |
8,146
+311
| +4% | +$39.7K | 0.01% | 352 |
|
|
2025
Q4 | $1.05M | Sell |
7,835
-102
| -1% | -$13.2K | 0.01% | 339 |
|
|
2025
Q3 | $1.04M | Buy |
7,937
+162
| +2% | +$21K | 0.01% | 328 |
|
|
2025
Q2 | $990K | Sell |
7,775
-453
| -6% | -$54K | 0.01% | 334 |
|
|
2025
Q1 | $983K | Sell |
8,228
-2
| -0% | -$244 | 0.01% | 314 |
|
|
2024
Q4 | $972K | Buy |
8,230
+783
| +11% | +$92.6K | 0.02% | 314 |
|
|
2024
Q3 | $818K | Buy |
7,447
+153
| +2% | +$16.2K | 0.01% | 338 |
|
|
2024
Q2 | $729K | Buy |
7,294
+198
| +3% | +$19.8K | 0.01% | 332 |
|
|
2024
Q1 | $727K | Buy |
7,096
+124
| +2% | +$11.9K | 0.01% | 320 |
|
|
2023
Q4 | $643K | Sell |
6,972
-639
| -8% | -$53.7K | 0.01% | 313 |
|
|
2023
Q3 | $611K | Buy |
7,611
+401
| +6% | +$33.5K | 0.01% | 293 |
|
|
2023
Q2 | $586K | Buy |
7,210
+4
| +0.1% | +$314 | 0.01% | 301 |
|
|
2023
Q1 | $561K | Buy |
7,206
+451
| +7% | +$38.2K | 0.01% | 306 |
|
|
2022
Q4 | $559K | Sell |
6,755
-4,403
| -39% | -$364K | 0.01% | 300 |
|
|
2022
Q3 | $831K | Buy |
11,158
+96
| +0.9% | +$7.81K | 0.02% | 210 |
|
|
2022
Q2 | $854K | Buy |
11,062
+376
| +4% | +$31.7K | 0.02% | 218 |
|
|
2022
Q1 | $998K | Buy |
10,686
+4,915
| +85% | +$471K | 0.02% | 208 |
|
|
2021
Q4 | $557K | Buy |
5,771
+47
| +0.8% | +$4.58K | 0.01% | 269 |
|
|
2021
Q3 | $530K | Buy |
5,724
+37
| +0.7% | +$3.41K | 0.01% | 273 |
|
|
2021
Q2 | $514K | Sell |
5,687
-8,139
| -59% | -$736K | 0.01% | 282 |
|
|
2021
Q1 | $1.17M | Buy |
13,826
+8,683
| +169% | +$692K | 0.02% | 165 |
|
|
2020
Q4 | $375K | Buy |
5,143
+117
| +2% | +$7.72K | 0.01% | 277 |
|
|
2020
Q3 | $294K | Buy |
5,026
+1,240
| +33% | +$73.7K | 0.01% | 236 |
|
|
2020
Q2 | $217K | Buy |
+3,786
| New | +$210K | 0.01% | 256 |
|
Other funds holding VFH
PCH
MMEA
