WhitTier Trust Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $222K | Hold |
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|
2025
Q2 | $216K | Hold |
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|
2025
Q1 | $203K | Buy |
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|
2024
Q4 | $187K | Hold |
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|
2024
Q3 | $174K | Hold |
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|
2024
Q2 | $158K | Hold |
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|
2024
Q1 | $162K | Hold |
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|
2023
Q4 | $146K | Sell |
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|
2023
Q3 | $131K | Buy |
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|
2023
Q2 | $129K | Sell |
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|
2023
Q1 | $125K | Buy |
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|
2022
Q4 | $131K | Hold |
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|
2022
Q3 | $118K | Hold |
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|
2022
Q2 | $122K | Hold |
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|
2022
Q1 | $148K | Hold |
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|
2021
Q4 | $153K | Hold |
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|
2021
Q3 | $147K | Hold |
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|
2021
Q2 | $143K | Hold |
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|
2021
Q1 | $134K | Buy |
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