West Branch 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 | – | Sell |
-41
| Closed | -$4.9K | – | 535 |
|
|
2025
Q1 | $4.9K | Hold |
41
| – | – | ﹤0.01% | 349 |
|
|
2024
Q4 | $4.84K | Sell |
41
-4
| -9% | -$472 | ﹤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% | 378 |
|
|
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 | +$4K | ﹤0.01% | 391 |
|