White Lighthouse 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 | $865K | Buy |
6,793
+472
| +7% | +$60.1K | 0.14% | 73 |
|
|
2025
Q1 | $755K | Buy |
6,321
+1,508
| +31% | +$180K | 0.13% | 75 |
|
|
2024
Q4 | $568K | Buy |
4,813
+693
| +17% | +$81.8K | 0.1% | 84 |
|
|
2024
Q3 | $453K | Sell |
4,120
-38
| -0.9% | -$4.18K | 0.08% | 90 |
|
|
2024
Q2 | $415K | Buy |
4,158
+811
| +24% | +$81K | 0.08% | 93 |
|
|
2024
Q1 | $343K | Buy |
3,347
+336
| +11% | +$34.4K | 0.07% | 99 |
|
|
2023
Q4 | $278K | Sell |
3,011
-1
| -0% | -$92 | 0.06% | 104 |
|
|
2023
Q3 | $242K | Buy |
3,012
+239
| +9% | +$19.2K | 0.06% | 108 |
|
|
2023
Q2 | $225K | Sell |
2,773
-300
| -10% | -$24.4K | 0.05% | 111 |
|
|
2023
Q1 | $239K | Buy |
3,073
+382
| +14% | +$29.8K | 0.06% | 104 |
|
|
2022
Q4 | $223K | Sell |
2,691
-617
| -19% | -$51K | 0.06% | 105 |
|
|
2022
Q3 | $246K | Buy |
3,308
+604
| +22% | +$44.9K | 0.07% | 94 |
|
|
2022
Q2 | $209K | Buy |
+2,704
| New | +$209K | 0.06% | 106 |
|
|
2021
Q3 | – | Sell |
-2,365
| Closed | -$214K | – | 119 |
|
|
2021
Q2 | $214K | Sell |
2,365
-550
| -19% | -$49.8K | 0.06% | 112 |
|
|
2021
Q1 | $246K | Buy |
+2,915
| New | +$246K | 0.08% | 104 |
|
|
2019
Q3 | – | Sell |
-4,020
| Closed | -$277K | – | 131 |
|
|
2019
Q2 | $277K | Sell |
4,020
-1,875
| -32% | -$129K | 0.12% | 107 |
|
|
2019
Q1 | $380K | Sell |
5,895
-7,700
| -57% | -$496K | 0.17% | 83 |
|
|
2018
Q4 | $807K | Sell |
13,595
-1,765
| -11% | -$105K | 0.44% | 55 |
|
|
2018
Q3 | $1.07M | Sell |
15,360
-1,450
| -9% | -$101K | 0.54% | 43 |
|
|
2018
Q2 | $1.13M | Buy |
16,810
+900
| +6% | +$60.7K | 0.62% | 40 |
|
|
2018
Q1 | $1.11M | Buy |
15,910
+1,525
| +11% | +$106K | 0.63% | 39 |
|
|
2017
Q4 | $1.01M | Buy |
+14,385
| New | +$1.01M | 0.58% | 45 |
|