West Branch Capital’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
2025 Q2	–	Sell	-41	Closed	-$4.9K	–	534
2025 Q1	$4.9K	Hold	41	–	–	﹤0.01%	349
2024 Q4	$4.84K	Sell	41 -4	-9%	-$473	﹤0.01%	338
2024 Q3	$4.95K	Hold	45	–	–	﹤0.01%	341
2024 Q2	$4.5K	Hold	45	–	–	﹤0.01%	343
2024 Q1	$4.61K	Hold	45	–	–	﹤0.01%	343
2023 Q4	$4.15K	Hold	45	–	–	﹤0.01%	350
2023 Q3	$3.62K	Hold	45	–	–	﹤0.01%	365
2023 Q2	$3.66K	Hold	45	–	–	﹤0.01%	372
2023 Q1	$3.51K	Hold	45	–	–	﹤0.01%	379
2022 Q4	$3.72K	Hold	45	–	–	﹤0.01%	369
2022 Q3	$3K	Hold	45	–	–	﹤0.01%	389
2022 Q2	$3K	Hold	45	–	–	﹤0.01%	376
2022 Q1	$4K	Hold	45	–	–	﹤0.01%	377
2021 Q4	$4K	Hold	45	–	–	﹤0.01%	399
2021 Q3	$4K	Hold	45	–	–	﹤0.01%	376
2021 Q2	$4K	Buy	+45	New	+$4.07K	﹤0.01%	392