Whittier Trust’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 | $77.3K | Sell |
633
-737
| -54% | -$94K | ﹤0.01% | 760 |
|
|
2025
Q4 | $189K | Hold |
1,370
| – | – | ﹤0.01% | 605 |
|
|
2025
Q3 | $179K | Sell |
1,370
-10
| -0.7% | -$1.29K | ﹤0.01% | 606 |
|
|
2025
Q2 | $176K | Hold |
1,380
| – | – | ﹤0.01% | 686 |
|
|
2025
Q1 | $165K | Hold |
1,380
| – | – | ﹤0.01% | 685 |
|
|
2024
Q4 | $163K | Hold |
1,380
| – | – | ﹤0.01% | 702 |
|
|
2024
Q3 | $152K | Hold |
1,380
| – | – | ﹤0.01% | 715 |
|
|
2024
Q2 | $138K | Hold |
1,380
| – | – | ﹤0.01% | 710 |
|
|
2024
Q1 | $141K | Hold |
1,380
| – | – | ﹤0.01% | 725 |
|
|
2023
Q4 | $127K | Hold |
1,380
| – | – | ﹤0.01% | 721 |
|
|
2023
Q3 | $111K | Sell |
1,380
-1,825
| -57% | -$153K | ﹤0.01% | 747 |
|
|
2023
Q2 | $260K | Hold |
3,205
| – | – | ﹤0.01% | 579 |
|
|
2023
Q1 | $250K | Sell |
3,205
-30
| -0.9% | -$2.54K | ﹤0.01% | 608 |
|
|
2022
Q4 | $268K | Buy |
3,235
+1,825
| +129% | +$151K | 0.01% | 588 |
|
|
2022
Q3 | $105K | Sell |
1,410
-990
| -41% | -$80.5K | ﹤0.01% | 778 |
|
|
2022
Q2 | $185K | Sell |
2,400
-10
| -0.4% | -$844 | ﹤0.01% | 658 |
|
|
2022
Q1 | $225K | Sell |
2,410
-141
| -6% | -$13.5K | ﹤0.01% | 643 |
|
|
2021
Q4 | $246K | Buy |
2,551
+459
| +22% | +$44.7K | ﹤0.01% | 632 |
|
|
2021
Q3 | $194K | Hold |
2,092
| – | – | ﹤0.01% | 646 |
|
|
2021
Q2 | $189K | Buy |
2,092
+7
| +0.3% | +$633 | ﹤0.01% | 668 |
|
|
2021
Q1 | $176K | Sell |
2,085
-855
| -29% | -$68.2K | ﹤0.01% | 659 |
|
|
2020
Q4 | $214K | Sell |
2,940
-98
| -3% | -$6.47K | ﹤0.01% | 585 |
|
|
2020
Q3 | $178K | Sell |
3,038
-416
| -12% | -$24.7K | ﹤0.01% | 596 |
|
|
2020
Q2 | $198K | Sell |
3,454
-240
| -6% | -$13.3K | 0.01% | 550 |
|
|
2020
Q1 | $187K | Sell |
3,694
-196
| -5% | -$13.3K | 0.01% | 533 |
|
|
2019
Q4 | $297K | Hold |
3,890
| – | – | 0.01% | 483 |
|
|
2019
Q3 | $272K | Hold |
3,890
| – | – | 0.01% | 498 |
|
|
2019
Q2 | $268K | Hold |
3,890
| – | – | 0.01% | 488 |
|
|
2019
Q1 | $251K | Sell |
3,890
-267
| -6% | -$17.3K | 0.01% | 489 |
|
|
2018
Q4 | $247K | Hold |
4,157
| – | – | 0.01% | 472 |
|
|
2018
Q3 | $288K | Buy |
4,157
+1,540
| +59% | +$109K | 0.01% | 453 |
|
|
2018
Q2 | $177K | Hold |
2,617
| – | – | 0.01% | 523 |
|
|
2018
Q1 | $182K | Hold |
2,617
| – | – | 0.01% | 529 |
|
|
2017
Q4 | $183K | Hold |
2,617
| – | – | 0.01% | 515 |
|
|
2017
Q3 | $171K | Hold |
2,617
| – | – | 0.01% | 519 |
|
|
2017
Q2 | $164K | Hold |
2,617
| – | – | 0.01% | 489 |
|
|
2017
Q1 | $158K | Hold |
2,617
| – | – | 0.01% | 499 |
|
|
2016
Q4 | $155K | Buy |
2,617
+297
| +13% | +$16.2K | 0.01% | 505 |
|
|
2016
Q3 | $115K | Hold |
2,320
| – | – | 0.01% | 543 |
|
|
2016
Q2 | $110K | Hold |
2,320
| – | – | ﹤0.01% | 568 |
|
|
2016
Q1 | $108K | Hold |
2,320
| – | – | ﹤0.01% | 572 |
|
|
2015
Q4 | $112K | Hold |
2,320
| – | – | 0.01% | 567 |
|
|
2015
Q3 | $107K | Sell |
2,320
-250
| -10% | -$12.3K | 0.01% | 565 |
|
|
2015
Q2 | $128K | Buy |
2,570
+250
| +11% | +$12.5K | 0.01% | 550 |
|
|
2015
Q1 | $114K | Hold |
2,320
| – | – | 0.01% | 565 |
|
|
2014
Q4 | $115K | Hold |
2,320
| – | – | 0.01% | 528 |
|
|
2014
Q3 | $108K | Hold |
2,320
| – | – | 0.01% | 527 |
|
|
2014
Q2 | $108K | Hold |
2,320
| – | – | 0.01% | 528 |
|
|
2014
Q1 | $106K | Hold |
2,320
| – | – | 0.01% | 532 |
|
|
2013
Q4 | $103K | Sell |
2,320
-1,440
| -38% | -$61.8K | 0.01% | 541 |
|
|
2013
Q3 | $153K | Hold |
3,760
| – | – | 0.01% | 477 |
|
|
2013
Q2 | $150K | Buy |
+3,760
| New | +$149K | 0.01% | 464 |
|
Other funds holding VFH
PCH
MMEA
