Westside Investment 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 | $946K | Buy |
7,427
+51
| +0.7% | +$6.49K | 0.18% | 119 |
|
|
2025
Q1 | $881K | Sell |
7,376
-116
| -2% | -$13.9K | 0.19% | 117 |
|
|
2024
Q4 | $885K | Hold |
7,492
| – | – | 0.19% | 124 |
|
|
2024
Q3 | $823K | Buy |
7,492
+16
| +0.2% | +$1.76K | 0.18% | 125 |
|
|
2024
Q2 | $747K | Sell |
7,476
-17
| -0.2% | -$1.7K | 0.17% | 124 |
|
|
2024
Q1 | $767K | Buy |
7,493
+183
| +3% | +$18.7K | 0.18% | 121 |
|
|
2023
Q4 | $674K | Buy |
7,310
+450
| +7% | +$41.5K | 0.17% | 124 |
|
|
2023
Q3 | $551K | Hold |
6,860
| – | – | 0.16% | 128 |
|
|
2023
Q2 | $557K | Hold |
6,860
| – | – | 0.16% | 128 |
|
|
2023
Q1 | $534K | Hold |
6,860
| – | – | 0.16% | 125 |
|
|
2022
Q4 | $567 | Hold |
6,860
| – | – | ﹤0.01% | 279 |
|
|
2022
Q3 | $510 | Hold |
6,860
| – | – | ﹤0.01% | 291 |
|
|
2022
Q2 | $529 | Hold |
6,860
| – | – | ﹤0.01% | 282 |
|
|
2022
Q1 | $640 | Sell |
6,860
-50
| -0.7% | -$5 | ﹤0.01% | 280 |
|
|
2021
Q4 | $667 | Hold |
6,910
| – | – | ﹤0.01% | 271 |
|
|
2021
Q3 | $640 | Hold |
6,910
| – | – | ﹤0.01% | 268 |
|
|
2021
Q2 | $625 | Sell |
6,910
-150
| -2% | -$14 | ﹤0.01% | 260 |
|
|
2021
Q1 | $596 | Hold |
7,060
| – | – | ﹤0.01% | 250 |
|
|
2020
Q4 | $514 | Buy |
7,060
+1,700
| +32% | +$124 | ﹤0.01% | 217 |
|
|
2020
Q3 | $313 | Buy |
5,360
+1,000
| +23% | +$58 | ﹤0.01% | 244 |
|
|
2020
Q2 | $249 | Buy |
4,360
+600
| +16% | +$34 | ﹤0.01% | 228 |
|
|
2020
Q1 | $190 | Buy |
+3,760
| New | +$190 | ﹤0.01% | 240 |
|
|
2019
Q2 | $266 | Buy |
+3,860
| New | +$266 | ﹤0.01% | 172 |
|
|
2018
Q4 | $238K | Hold |
4,010
| – | – | 0.09% | 142 |
|
|
2018
Q3 | $278K | Buy |
4,010
+400
| +11% | +$27.8K | 0.09% | 125 |
|
|
2018
Q2 | $245K | Sell |
3,610
-500
| -12% | -$33.9K | 0.09% | 143 |
|
|
2018
Q1 | $279K | Hold |
4,110
| – | – | 0.15% | 133 |
|
|
2017
Q4 | $292K | Buy |
4,110
+960
| +30% | +$68.2K | 0.16% | 126 |
|
|
2017
Q3 | $209K | Buy |
3,150
+600
| +24% | +$39.7K | 0.13% | 137 |
|
|
2017
Q2 | $161K | Buy |
+2,550
| New | +$161K | 0.11% | 153 |
|