Wealth Management Associates’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
2026 Q1	$1.18M	Sell	9,736 -45	-0.5%	-$5.74K	0.41%	56
2025 Q4	$1.31M	Buy	9,781 +65	+0.7%	+$8.44K	0.45%	49
2025 Q3	$1.28M	Sell	9,716 -28	-0.3%	-$3.63K	0.45%	49
2025 Q2	$1.24M	Buy	9,744 +20	+0.2%	+$2.38K	0.48%	45
2025 Q1	$1.16M	Buy	9,724 +205	+2%	+$25K	0.5%	44
2024 Q4	$1.12M	Sell	9,519 -55	-0.6%	-$6.5K	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%	-$9.12K	0.45%	49
2023 Q4	$892K	Sell	9,669 -125	-1%	-$10.5K	0.47%	53
2023 Q3	$787K	Hold	9,794	–	–	0.46%	53
2023 Q2	$796K	Sell	9,794 -250	-2%	-$19.6K	0.45%	52
2023 Q1	$782K	Sell	10,044 -150	-1%	-$12.7K	0.48%	50
2022 Q4	$843K	Buy	10,194 +35	+0.3%	+$2.89K	0.56%	45
2022 Q3	$756K	Buy	10,159 +30	+0.3%	+$2.44K	0.53%	43
2022 Q2	$782K	Sell	10,129 -5	-0%	-$422	0.53%	40
2022 Q1	$946K	Buy	10,134 +765	+8%	+$73.3K	0.54%	43
2021 Q4	$905K	Buy	9,369 +325	+4%	+$31.7K	0.49%	48
2021 Q3	$838K	Buy	9,044 +80	+0.9%	+$7.38K	0.49%	49
2021 Q2	$811K	Buy	8,964 +160	+2%	+$14.5K	0.46%	55
2021 Q1	$744K	Buy	8,804 +165	+2%	+$13.2K	0.47%	49
2020 Q4	$629K	Buy	8,639 +255	+3%	+$16.8K	0.41%	55
2020 Q3	$490K	Buy	8,384 +1,065	+15%	+$63.3K	0.38%	60
2020 Q2	$419K	Sell	7,319 -75	-1%	-$4.17K	0.35%	68
2020 Q1	$375K	Buy	7,394 +910	+14%	+$62K	0.38%	67
2019 Q4	$495K	Buy	6,484 +40	+0.6%	+$2.92K	0.35%	70
2019 Q3	$451K	Sell	6,444 -75	-1%	-$5.18K	0.36%	70
2019 Q2	$450K	Buy	6,519 +720	+12%	+$48.8K	0.45%	55
2019 Q1	$374K	Buy	5,799 +115	+2%	+$7.46K	0.41%	60
2018 Q4	$337K	Buy	+5,684	New	+$369K	0.45%	54