Wealthstar 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 | $681K | Buy |
5,353
+8
| +0.1% | +$1.02K | 0.26% | 76 |
|
|
2025
Q1 | $639K | Buy |
5,345
+10
| +0.2% | +$1.2K | 0.29% | 76 |
|
|
2024
Q4 | $630K | Buy |
+5,335
| New | +$630K | 0.27% | 72 |
|
|
2024
Q2 | – | Sell |
-5,158
| Closed | -$528K | – | 134 |
|
|
2024
Q1 | $528K | Sell |
5,158
-577
| -10% | -$59.1K | 0.18% | 79 |
|
|
2023
Q4 | $529K | Sell |
5,735
-182
| -3% | -$16.8K | 0.08% | 70 |
|
|
2023
Q3 | $475K | Sell |
5,917
-44
| -0.7% | -$3.53K | 0.18% | 59 |
|
|
2023
Q2 | $484K | Hold |
5,961
| – | – | 0.2% | 47 |
|
|
2023
Q1 | $464K | Sell |
5,961
-195
| -3% | -$15.2K | 0.18% | 51 |
|
|
2022
Q4 | $509K | Buy |
6,156
+14
| +0.2% | +$1.16K | 0.23% | 46 |
|
|
2022
Q3 | $457K | Sell |
6,142
-120
| -2% | -$8.93K | 0.22% | 50 |
|
|
2022
Q2 | $481K | Buy |
6,262
+5
| +0.1% | +$384 | 0.19% | 56 |
|
|
2022
Q1 | $582K | Buy |
6,257
+4
| +0.1% | +$372 | 0.22% | 53 |
|
|
2021
Q4 | $604K | Buy |
6,253
+373
| +6% | +$36K | 0.21% | 43 |
|
|
2021
Q3 | $545K | Buy |
5,880
+98
| +2% | +$9.08K | 0.16% | 47 |
|
|
2021
Q2 | $524K | Buy |
+5,782
| New | +$524K | 0.16% | 52 |
|
|
2020
Q1 | $241K | Sell |
4,764
-129
| -3% | -$6.53K | 0.17% | 44 |
|
|
2019
Q4 | $370K | Buy |
4,893
+10
| +0.2% | +$756 | 0.23% | 36 |
|
|
2019
Q3 | $344K | Buy |
4,883
+175
| +4% | +$12.3K | 0.19% | 39 |
|
|
2019
Q2 | $327K | Buy |
4,708
+3
| +0.1% | +$208 | 0.19% | 39 |
|
|
2019
Q1 | $303K | Buy |
4,705
+104
| +2% | +$6.7K | 0.19% | 39 |
|
|
2018
Q4 | $274K | Sell |
4,601
-80
| -2% | -$4.76K | 0.2% | 39 |
|
|
2018
Q3 | $325K | Buy |
4,681
+937
| +25% | +$65.1K | 0.19% | 42 |
|
|
2018
Q2 | $267K | Buy |
+3,744
| New | +$267K | 0.08% | 46 |
|