Wedmont Private Capital’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 | $455K | Sell |
3,555
-628
| -15% | -$80.3K | 0.02% | 454 |
|
|
2025
Q1 | $465K | Buy |
4,183
+704
| +20% | +$78.3K | 0.02% | 403 |
|
|
2024
Q4 | $402K | Sell |
3,479
-586
| -14% | -$67.7K | 0.02% | 451 |
|
|
2024
Q3 | $445K | Buy |
4,065
+2
| +0% | +$219 | 0.03% | 391 |
|
|
2024
Q2 | $418K | Buy |
4,063
+2
| +0% | +$206 | 0.03% | 391 |
|
|
2024
Q1 | $409K | Buy |
4,061
+1
| +0% | +$101 | 0.03% | 371 |
|
|
2023
Q4 | $376K | Buy |
4,060
+2
| +0% | +$185 | 0.03% | 371 |
|
|
2023
Q3 | $325K | Hold |
4,058
| – | – | 0.03% | 351 |
|
|
2023
Q2 | $337K | Hold |
4,058
| – | – | 0.04% | 352 |
|
|
2023
Q1 | $314K | Buy |
4,058
+332
| +9% | +$25.7K | 0.04% | 332 |
|
|
2022
Q4 | $319K | Sell |
3,726
-124
| -3% | -$10.6K | 0.05% | 318 |
|
|
2022
Q3 | $287K | Sell |
3,850
-7
| -0.2% | -$522 | 0.06% | 258 |
|
|
2022
Q2 | $298K | Sell |
3,857
-105
| -3% | -$8.11K | 0.06% | 237 |
|
|
2022
Q1 | $368K | Buy |
3,962
+1,190
| +43% | +$111K | 0.08% | 194 |
|
|
2021
Q4 | $281K | Buy |
+2,772
| New | +$281K | 0.09% | 182 |
|