Waldron Private Wealth’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 | $739K | Buy |
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|
2025
Q2 | $715K | Buy |
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|
2025
Q1 | $668K | Sell |
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|
2024
Q4 | $684K | Buy |
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|
2024
Q3 | $616K | Buy |
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|
2024
Q2 | $557K | Hold |
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|
2024
Q1 | $568K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $529K | Hold |
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|
2022
Q4 | $508K | Hold |
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|
2022
Q3 | $508K | Sell |
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|
2022
Q2 | $584K | Hold |
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|
2022
Q1 | $707K | Buy |
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|
2021
Q4 | $546K | Hold |
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|
2021
Q3 | $527K | Hold |
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|
2021
Q2 | $511K | Hold |
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|
2021
Q1 | $477K | Hold |
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|
2020
Q4 | $411K | Hold |
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|
2020
Q3 | $330K | Hold |
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|
2020
Q2 | $323K | Hold |
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|
2020
Q1 | $286K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.49M | Buy |
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|
2018
Q2 | $1.01M | Buy |
|