Wealthstar Advisors’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	$617K	Sell	5,106 -227	-4%	-$28.9K	0.37%	73
2025 Q4	$712K	Sell	5,333 -128	-2%	-$16.6K	0.39%	57
2025 Q3	$717K	Buy	5,461 +108	+2%	+$14K	0.28%	67
2025 Q2	$681K	Buy	5,353 +8	+0.1%	+$954	0.26%	76
2025 Q1	$639K	Buy	5,345 +10	+0.2%	+$1.22K	0.29%	76
2024 Q4	$630K	Buy	+5,335	New	+$631K	0.27%	72
2024 Q2	–	Sell	-5,158	Closed	-$528K	–	138
2024 Q1	$528K	Sell	5,158 -577	-10%	-$55.4K	0.18%	79
2023 Q4	$529K	Sell	5,735 -182	-3%	-$15.3K	0.2%	71
2023 Q3	$475K	Sell	5,917 -44	-0.7%	-$3.68K	0.21%	60
2023 Q2	$484K	Hold	5,961	–	–	0.2%	47
2023 Q1	$464K	Sell	5,961 -195	-3%	-$16.5K	0.2%	52
2022 Q4	$509K	Buy	6,156 +14	+0.2%	+$1.16K	0.23%	46
2022 Q3	$457K	Sell	6,142 -120	-2%	-$9.76K	0.22%	50
2022 Q2	$481K	Buy	6,262 +5	+0.1%	+$422	0.2%	57
2022 Q1	$582K	Buy	6,257 +4	+0.1%	+$383	0.22%	53
2021 Q4	$604K	Buy	6,253 +373	+6%	+$36.3K	0.21%	43
2021 Q3	$545K	Buy	5,880 +98	+2%	+$9.04K	0.2%	48
2021 Q2	$524K	Buy	+5,782	New	+$523K	0.2%	53
2020 Q1	$241K	Sell	4,764 -129	-3%	-$8.79K	0.18%	45
2019 Q4	$370K	Buy	4,893 +10	+0.2%	+$730	0.24%	40
2019 Q3	$344K	Buy	4,883 +175	+4%	+$12.1K	0.23%	40
2019 Q2	$327K	Buy	4,708 +3	+0.1%	+$204	0.23%	40
2019 Q1	$303K	Buy	4,705 +104	+2%	+$6.75K	0.22%	40
2018 Q4	$274K	Sell	4,601 -80	-2%	-$5.19K	0.23%	40
2018 Q3	$325K	Buy	4,681 +937	+25%	+$66.2K	0.25%	43
2018 Q2	$267K	Buy	+3,744	New	+$261K	0.21%	47