White Lighthouse Investment Management’s Vanguard Financials ETF VFH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$862K	Buy	7,138 +128	+2%	+$16.3K	0.12%	83
2025 Q4	$936K	Buy	7,010 +187	+3%	+$24.3K	0.13%	77
2025 Q3	$895K	Buy	6,823 +30	+0.4%	+$3.88K	0.14%	73
2025 Q2	$865K	Buy	6,793 +472	+7%	+$56.3K	0.14%	73
2025 Q1	$755K	Buy	6,321 +1,508	+31%	+$184K	0.13%	75
2024 Q4	$568K	Buy	4,813 +693	+17%	+$82K	0.1%	84
2024 Q3	$453K	Sell	4,120 -38	-0.9%	-$4.03K	0.08%	90
2024 Q2	$415K	Buy	4,158 +811	+24%	+$81K	0.08%	93
2024 Q1	$343K	Buy	3,347 +336	+11%	+$32.2K	0.07%	99
2023 Q4	$278K	Sell	3,011 -1	-0%	-$84	0.06%	104
2023 Q3	$242K	Buy	3,012 +239	+9%	+$20K	0.06%	108
2023 Q2	$225K	Sell	2,773 -300	-10%	-$23.5K	0.05%	111
2023 Q1	$239K	Buy	3,073 +382	+14%	+$32.3K	0.06%	104
2022 Q4	$223K	Sell	2,691 -617	-19%	-$51K	0.06%	105
2022 Q3	$246K	Buy	3,308 +604	+22%	+$49.1K	0.07%	94
2022 Q2	$209K	Buy	+2,704	New	+$228K	0.06%	106
2021 Q3	–	Sell	-2,365	Closed	-$214K	–	119
2021 Q2	$214K	Sell	2,365 -550	-19%	-$49.7K	0.06%	112
2021 Q1	$246K	Buy	+2,915	New	+$232K	0.08%	104
2019 Q3	–	Sell	-4,020	Closed	-$277K	–	131
2019 Q2	$277K	Sell	4,020 -1,875	-32%	-$127K	0.12%	107
2019 Q1	$380K	Sell	5,895 -7,700	-57%	-$499K	0.17%	83
2018 Q4	$807K	Sell	13,595 -1,765	-11%	-$115K	0.44%	55
2018 Q3	$1.07M	Sell	15,360 -1,450	-9%	-$102K	0.54%	43
2018 Q2	$1.13M	Buy	16,810 +900	+6%	+$62.8K	0.62%	40
2018 Q1	$1.1M	Buy	15,910 +1,525	+11%	+$110K	0.63%	39
2017 Q4	$1.01M	Buy	+14,385	New	+$975K	0.58%	45