Wealthspire Advisors (New York)’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 Q1	–	Sell	-1,764	Closed	-$208K	–	828
2024 Q4	$208K	Buy	+1,764	New	+$208K	﹤0.01%	739
2019 Q1	–	Sell	-134	Closed	-$8K	–	765
2018 Q4	$8K	Buy	+134	New	+$8K	﹤0.01%	568