Vista Investment 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 | $421K | Hold |
3,310
| – | – | 0.16% | 127 |
|
|
2025
Q1 | $395K | Sell |
3,310
-50
| -1% | -$5.97K | 0.15% | 130 |
|
|
2024
Q4 | $397K | Sell |
3,360
-77
| -2% | -$9.09K | 0.15% | 130 |
|
|
2024
Q3 | $378K | Sell |
3,437
-123
| -3% | -$13.5K | 0.14% | 131 |
|
|
2024
Q2 | $356K | Sell |
3,560
-151
| -4% | -$15.1K | 0.14% | 129 |
|
|
2024
Q1 | $380K | Sell |
3,711
-236
| -6% | -$24.2K | 0.15% | 130 |
|
|
2023
Q4 | $364K | Hold |
3,947
| – | – | 0.17% | 122 |
|
|
2023
Q3 | $317K | Sell |
3,947
-25
| -0.6% | -$2.01K | 0.17% | 128 |
|
|
2023
Q2 | $323K | Hold |
3,972
| – | – | 0.16% | 130 |
|
|
2023
Q1 | $309K | Hold |
3,972
| – | – | 0.16% | 131 |
|
|
2022
Q4 | $329K | Buy |
3,972
+1
| +0% | +$83 | 0.19% | 128 |
|
|
2022
Q3 | $296K | Hold |
3,971
| – | – | 0.18% | 127 |
|
|
2022
Q2 | $306K | Buy |
3,971
+2
| +0.1% | +$154 | 0.18% | 130 |
|
|
2022
Q1 | $371K | Sell |
3,969
-14
| -0.4% | -$1.31K | 0.2% | 120 |
|
|
2021
Q4 | $385K | Buy |
3,983
+174
| +5% | +$16.8K | 0.21% | 112 |
|
|
2021
Q3 | $353K | Sell |
3,809
-5
| -0.1% | -$463 | 0.21% | 116 |
|
|
2021
Q2 | $345K | Sell |
3,814
-125
| -3% | -$11.3K | 0.2% | 119 |
|
|
2021
Q1 | $333K | Sell |
3,939
-19
| -0.5% | -$1.61K | 0.21% | 120 |
|
|
2020
Q4 | $288K | Sell |
3,958
-54
| -1% | -$3.93K | 0.19% | 122 |
|
|
2020
Q3 | $235K | Buy |
4,012
+1
| +0% | +$59 | 0.18% | 123 |
|
|
2020
Q2 | $229K | Sell |
4,011
-883
| -18% | -$50.4K | 0.2% | 121 |
|
|
2020
Q1 | $248K | Sell |
4,894
-758
| -13% | -$38.4K | 0.25% | 109 |
|
|
2019
Q4 | $431K | Sell |
5,652
-118
| -2% | -$9K | 0.32% | 95 |
|
|
2019
Q3 | $404K | Sell |
5,770
-119
| -2% | -$8.33K | 0.33% | 93 |
|
|
2019
Q2 | $406K | Hold |
5,889
| – | – | 0.34% | 92 |
|
|
2019
Q1 | $380K | Hold |
5,889
| – | – | 0.33% | 93 |
|
|
2018
Q4 | $350K | Sell |
5,889
-536
| -8% | -$31.9K | 0.36% | 93 |
|
|
2018
Q3 | $446K | Buy |
6,425
+1,097
| +21% | +$76.2K | 0.39% | 89 |
|
|
2018
Q2 | $359K | Hold |
5,328
| – | – | 0.35% | 98 |
|
|
2018
Q1 | $370K | Hold |
5,328
| – | – | 0.39% | 90 |
|
|
2017
Q4 | $373K | Buy |
+5,328
| New | +$373K | 0.39% | 86 |
|