Wheelhouse Advisory Group’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 | $9.18M | Buy |
72,127
+2,134
| +3% | +$272K | 4.53% | 11 |
|
|
2025
Q1 | $8.36M | Buy |
69,993
+2,761
| +4% | +$330K | 4.78% | 11 |
|
|
2024
Q4 | $7.94M | Buy |
67,232
+1,944
| +3% | +$230K | 4.71% | 10 |
|
|
2024
Q3 | $7.18M | Buy |
65,288
+1,612
| +3% | +$177K | 4.62% | 10 |
|
|
2024
Q2 | $6.44M | Buy |
63,676
+1,509
| +2% | +$153K | 4.53% | 10 |
|
|
2024
Q1 | $6.37M | Buy |
62,167
+2,752
| +5% | +$282K | 4.89% | 10 |
|
|
2023
Q4 | $5.48M | Buy |
+59,415
| New | +$5.48M | 4.79% | 10 |
|