Western Wealth Management’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 | $1.05M | Sell |
8,267
-87
| -1% | -$11.1K | 0.06% | 261 |
|
|
2025
Q1 | $998K | Sell |
8,354
-207
| -2% | -$24.7K | 0.07% | 250 |
|
|
2024
Q4 | $1.01M | Sell |
8,561
-4,054
| -32% | -$479K | 0.07% | 244 |
|
|
2024
Q3 | $1.39M | Buy |
12,615
+3,038
| +32% | +$334K | 0.08% | 251 |
|
|
2024
Q2 | $957K | Buy |
9,577
+37
| +0.4% | +$3.7K | 0.07% | 238 |
|
|
2024
Q1 | $977K | Sell |
9,540
-3,346
| -26% | -$343K | 0.08% | 235 |
|
|
2023
Q4 | $1.19M | Sell |
12,886
-332
| -3% | -$30.6K | 0.09% | 246 |
|
|
2023
Q3 | $1.06M | Sell |
13,218
-896
| -6% | -$72K | 0.09% | 233 |
|
|
2023
Q2 | $1.15M | Sell |
14,114
-680
| -5% | -$55.2K | 0.1% | 216 |
|
|
2023
Q1 | $1.15M | Sell |
14,794
-1,467
| -9% | -$114K | 0.11% | 207 |
|
|
2022
Q4 | $1.35M | Sell |
16,261
-10,683
| -40% | -$884K | 0.14% | 174 |
|
|
2022
Q3 | $2.06M | Sell |
26,944
-778
| -3% | -$59.5K | 0.12% | 180 |
|
|
2022
Q2 | $2.15M | Buy |
27,722
+772
| +3% | +$59.8K | 0.12% | 172 |
|
|
2022
Q1 | $2.52M | Buy |
26,950
+15,737
| +140% | +$1.47M | 0.12% | 170 |
|
|
2021
Q4 | $1.08M | Buy |
+11,213
| New | +$1.08M | 0.11% | 184 |
|
|
2021
Q2 | $902K | Buy |
9,929
+1,980
| +25% | +$180K | 0.09% | 230 |
|
|
2021
Q1 | $672K | Buy |
7,949
+75
| +1% | +$6.34K | 0.09% | 223 |
|
|
2020
Q4 | $574K | Sell |
7,874
-1,694
| -18% | -$123K | 0.08% | 229 |
|
|
2020
Q3 | $560K | Sell |
9,568
-433
| -4% | -$25.3K | 0.09% | 215 |
|
|
2020
Q2 | $572K | Sell |
10,001
-2,916
| -23% | -$167K | 0.1% | 200 |
|
|
2020
Q1 | $657K | Sell |
12,917
-587
| -4% | -$29.9K | 0.15% | 150 |
|
|
2019
Q4 | $1.03M | Buy |
13,504
+25
| +0.2% | +$1.91K | 0.16% | 135 |
|
|
2019
Q3 | $942K | Sell |
13,479
-624
| -4% | -$43.6K | 0.2% | 125 |
|
|
2019
Q2 | $975K | Sell |
14,103
-152
| -1% | -$10.5K | 0.13% | 137 |
|
|
2019
Q1 | $922K | Sell |
14,255
-3,191
| -18% | -$206K | 0.21% | 117 |
|
|
2018
Q4 | $1.04M | Buy |
+17,446
| New | +$1.04M | 0.28% | 86 |
|