Wealth Management Associates’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 | $1.24M | Buy |
9,744
+20
| +0.2% | +$2.55K | 0.48% | 45 |
|
|
2025
Q1 | $1.16M | Buy |
9,724
+205
| +2% | +$24.5K | 0.5% | 44 |
|
|
2024
Q4 | $1.12M | Sell |
9,519
-55
| -0.6% | -$6.49K | 0.48% | 46 |
|
|
2024
Q3 | $1.05M | Hold |
9,574
| – | – | 0.46% | 47 |
|
|
2024
Q2 | $956K | Hold |
9,574
| – | – | 0.45% | 49 |
|
|
2024
Q1 | $956K | Sell |
9,574
-95
| -1% | -$9.49K | 0.45% | 49 |
|
|
2023
Q4 | $892K | Sell |
9,669
-125
| -1% | -$11.5K | 0.47% | 53 |
|
|
2023
Q3 | $787K | Hold |
9,794
| – | – | 0.46% | 53 |
|
|
2023
Q2 | $796K | Sell |
9,794
-250
| -2% | -$20.3K | 0.45% | 52 |
|
|
2023
Q1 | $782K | Sell |
10,044
-150
| -1% | -$11.7K | 0.48% | 50 |
|
|
2022
Q4 | $843K | Buy |
10,194
+35
| +0.3% | +$2.9K | 0.56% | 45 |
|
|
2022
Q3 | $756K | Buy |
10,159
+30
| +0.3% | +$2.23K | 0.53% | 43 |
|
|
2022
Q2 | $782K | Sell |
10,129
-5
| -0% | -$386 | 0.53% | 40 |
|
|
2022
Q1 | $946K | Buy |
10,134
+765
| +8% | +$71.4K | 0.54% | 43 |
|
|
2021
Q4 | $905K | Buy |
9,369
+325
| +4% | +$31.4K | 0.49% | 48 |
|
|
2021
Q3 | $838K | Buy |
9,044
+80
| +0.9% | +$7.41K | 0.49% | 49 |
|
|
2021
Q2 | $811K | Buy |
8,964
+160
| +2% | +$14.5K | 0.46% | 55 |
|
|
2021
Q1 | $744K | Buy |
8,804
+165
| +2% | +$13.9K | 0.47% | 49 |
|
|
2020
Q4 | $629K | Buy |
8,639
+255
| +3% | +$18.6K | 0.41% | 55 |
|
|
2020
Q3 | $490K | Buy |
8,384
+1,065
| +15% | +$62.3K | 0.38% | 60 |
|
|
2020
Q2 | $419K | Sell |
7,319
-75
| -1% | -$4.29K | 0.35% | 68 |
|
|
2020
Q1 | $375K | Buy |
7,394
+910
| +14% | +$46.2K | 0.38% | 67 |
|
|
2019
Q4 | $495K | Buy |
6,484
+40
| +0.6% | +$3.05K | 0.35% | 70 |
|
|
2019
Q3 | $451K | Sell |
6,444
-75
| -1% | -$5.25K | 0.36% | 70 |
|
|
2019
Q2 | $450K | Buy |
6,519
+720
| +12% | +$49.7K | 0.45% | 55 |
|
|
2019
Q1 | $374K | Buy |
5,799
+115
| +2% | +$7.42K | 0.41% | 60 |
|
|
2018
Q4 | $337K | Buy |
+5,684
| New | +$337K | 0.45% | 54 |
|