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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $179K | Sell |
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|
2025
Q2 | $176K | Hold |
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|
2025
Q1 | $165K | Hold |
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|
2024
Q4 | $163K | Hold |
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|
2024
Q3 | $152K | Hold |
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|
2024
Q2 | $138K | Hold |
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|
2024
Q1 | $141K | Hold |
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|
2023
Q4 | $127K | Hold |
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|
2023
Q3 | $111K | Sell |
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|
2023
Q2 | $260K | Hold |
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|
2023
Q1 | $250K | Sell |
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|
2022
Q4 | $268K | Buy |
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|
2022
Q3 | $105K | Sell |
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|
2022
Q2 | $185K | Sell |
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|
2022
Q1 | $225K | Sell |
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|
2021
Q4 | $246K | Buy |
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|
2021
Q3 | $194K | Hold |
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|
2021
Q2 | $189K | Buy |
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|
2021
Q1 | $176K | Sell |
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|
2020
Q4 | $214K | Sell |
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|
2020
Q3 | $178K | Sell |
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|
2020
Q2 | $198K | Sell |
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|
2020
Q1 | $187K | Sell |
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|
2019
Q4 | $297K | Hold |
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|
2019
Q3 | $272K | Hold |
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|
2019
Q2 | $268K | Hold |
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|
2019
Q1 | $251K | Sell |
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|
2018
Q4 | $247K | Hold |
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|
2018
Q3 | $288K | Buy |
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|
2018
Q2 | $177K | Hold |
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|
2018
Q1 | $182K | Hold |
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|
2017
Q4 | $183K | Hold |
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|
2017
Q3 | $171K | Hold |
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|
2017
Q2 | $164K | Hold |
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|
2017
Q1 | $158K | Hold |
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|
2016
Q4 | $155K | Buy |
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|
2016
Q3 | $115K | Hold |
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|
2016
Q2 | $110K | Hold |
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|
2016
Q1 | $108K | Hold |
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|
2015
Q4 | $112K | Hold |
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|
2015
Q3 | $107K | Sell |
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|
2015
Q2 | $128K | Buy |
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|
2015
Q1 | $114K | Hold |
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|
2014
Q4 | $115K | Hold |
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|
2014
Q3 | $108K | Hold |
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|
2014
Q2 | $108K | Hold |
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|
2014
Q1 | $106K | Hold |
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|
2013
Q4 | $103K | Sell |
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|
2013
Q3 | $153K | Hold |
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|
2013
Q2 | $150K | Buy |
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