Wealth Enhancement Advisory Services’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 | $13.4M | Buy |
103,650
+129
| +0.1% | +$16.7K | 0.02% | 540 |
|
2025
Q1 | $12.4M | Buy |
103,521
+24,425
| +31% | +$2.92M | 0.02% | 519 |
|
2024
Q4 | $9.34M | Buy |
79,096
+2,820
| +4% | +$333K | 0.02% | 580 |
|
2024
Q3 | $8.38M | Buy |
76,276
+62,416
| +450% | +$6.86M | 0.02% | 569 |
|
2024
Q2 | $1.38M | Sell |
13,860
-351
| -2% | -$35.1K | ﹤0.01% | 1145 |
|
2024
Q1 | $1.46M | Sell |
14,211
-1,761
| -11% | -$180K | ﹤0.01% | 1088 |
|
2023
Q4 | $1.47M | Buy |
15,972
+3,467
| +28% | +$320K | ﹤0.01% | 1009 |
|
2023
Q3 | $1M | Buy |
+12,505
| New | +$1M | ﹤0.01% | 1093 |
|