WhitTier Trust Company’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 | $216K | Hold |
1,698
| – | – | ﹤0.01% | 510 |
|
|
2025
Q1 | $203K | Buy |
1,698
+114
| +7% | +$13.6K | 0.01% | 514 |
|
|
2024
Q4 | $187K | Hold |
1,584
| – | – | ﹤0.01% | 504 |
|
|
2024
Q3 | $174K | Hold |
1,584
| – | – | ﹤0.01% | 501 |
|
|
2024
Q2 | $158K | Hold |
1,584
| – | – | ﹤0.01% | 497 |
|
|
2024
Q1 | $162K | Hold |
1,584
| – | – | ﹤0.01% | 498 |
|
|
2023
Q4 | $146K | Sell |
1,584
-48
| -3% | -$4.43K | ﹤0.01% | 513 |
|
|
2023
Q3 | $131K | Buy |
1,632
+38
| +2% | +$3.05K | ﹤0.01% | 508 |
|
|
2023
Q2 | $129K | Sell |
1,594
-10
| -0.6% | -$812 | ﹤0.01% | 526 |
|
|
2023
Q1 | $125K | Buy |
1,604
+20
| +1% | +$1.56K | ﹤0.01% | 522 |
|
|
2022
Q4 | $131K | Hold |
1,584
| – | – | 0.01% | 511 |
|
|
2022
Q3 | $118K | Hold |
1,584
| – | – | 0.01% | 532 |
|
|
2022
Q2 | $122K | Hold |
1,584
| – | – | 0.01% | 521 |
|
|
2022
Q1 | $148K | Hold |
1,584
| – | – | 0.01% | 508 |
|
|
2021
Q4 | $153K | Hold |
1,584
| – | – | 0.01% | 499 |
|
|
2021
Q3 | $147K | Hold |
1,584
| – | – | 0.01% | 496 |
|
|
2021
Q2 | $143K | Hold |
1,584
| – | – | 0.01% | 494 |
|
|
2021
Q1 | $134K | Buy |
+1,584
| New | +$134K | 0.01% | 490 |
|