Waverly Advisors’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 | $3.33M | Buy |
26,149
+100
| +0.4% | +$12.7K | 0.04% | 386 |
|
|
2025
Q1 | $3.11M | Buy |
26,049
+1,975
| +8% | +$236K | 0.04% | 384 |
|
|
2024
Q4 | $2.84M | Buy |
24,074
+3,970
| +20% | +$469K | 0.04% | 316 |
|
|
2024
Q3 | $2.21M | Buy |
20,104
+2,544
| +14% | +$280K | 0.04% | 318 |
|
|
2024
Q2 | $1.75M | Sell |
17,560
-387
| -2% | -$38.7K | 0.03% | 336 |
|
|
2024
Q1 | $1.84M | Buy |
17,947
+15,778
| +727% | +$1.62M | 0.04% | 266 |
|
|
2023
Q4 | $200K | Buy |
+2,169
| New | +$200K | 0.01% | 429 |
|
|
2023
Q3 | – | Sell |
-2,462
| Closed | -$200K | – | 414 |
|
|
2023
Q2 | $200K | Buy |
+2,462
| New | +$200K | 0.01% | 344 |
|