Vivaldi Capital 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 | $1.09M | Buy |
8,580
+511
| +6% | +$65.1K | 0.16% | 105 |
|
|
2025
Q1 | $964K | Buy |
8,069
+917
| +13% | +$110K | 0.16% | 109 |
|
|
2024
Q4 | $898K | Buy |
7,152
+1,057
| +17% | +$133K | 0.14% | 113 |
|
|
2024
Q3 | $670K | Buy |
6,095
+837
| +16% | +$92K | 0.19% | 91 |
|
|
2024
Q2 | $525K | Buy |
5,258
+156
| +3% | +$15.6K | 0.15% | 121 |
|
|
2024
Q1 | $518K | Buy |
5,102
+1,885
| +59% | +$191K | 0.15% | 120 |
|
|
2023
Q4 | $302K | Buy |
3,217
+643
| +25% | +$60.4K | 0.09% | 166 |
|
|
2023
Q3 | $207K | Buy |
+2,574
| New | +$207K | 0.07% | 178 |
|