Waters Parkerson & Co’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 | $545K | Sell |
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|
2025
Q2 | $541K | Sell |
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|
2025
Q1 | $532K | Hold |
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|
2024
Q4 | $525K | Sell |
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|
2024
Q3 | $517K | Hold |
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|
2024
Q2 | $469K | Hold |
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|
2024
Q1 | $481K | Hold |
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|
2023
Q4 | $434K | Hold |
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|
2023
Q3 | $378K | Hold |
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|
2023
Q2 | $382K | Buy |
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|
2023
Q1 | $335K | Hold |
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|
2022
Q4 | $356K | Sell |
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|
2022
Q3 | $342K | Hold |
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|
2022
Q2 | $355K | Hold |
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|
2022
Q1 | $430K | Hold |
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|
2021
Q4 | $444K | Hold |
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|
2021
Q3 | $426K | Hold |
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|
2021
Q2 | $416K | Sell |
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|
2021
Q1 | $452K | Hold |
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|
2020
Q4 | $390K | Hold |
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|
2020
Q3 | $313K | Buy |
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|
2020
Q2 | $272K | Hold |
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|
2020
Q1 | $241K | Sell |
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|
2019
Q4 | $421K | Hold |
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|
2019
Q3 | $387K | Hold |
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|
2019
Q2 | $381K | Buy |
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|
2019
Q1 | $329K | Sell |
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|
2018
Q4 | $312K | Buy |
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|
2018
Q3 | $354K | Hold |
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|
2018
Q2 | $344K | Hold |
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|
2018
Q1 | $354K | Hold |
|
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|
2017
Q4 | $357K | Sell |
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|
2017
Q3 | $353K | Hold |
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|
2017
Q2 | $338K | Hold |
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|
2017
Q1 | $327K | Hold |
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|
2016
Q4 | $320K | Hold |
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|
2016
Q3 | $267K | Hold |
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|
2016
Q2 | $256K | Buy |
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