Williams Jones Wealth Management’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	$491K	Buy	3,856 +235	+6%	+$29.9K	0.01%	352
2025 Q1	$433K	Hold	3,621	–	–	0.01%	354
2024 Q4	$428K	Buy	+3,621	New	+$428K	0.01%	367
2024 Q2	–	Sell	-2,001	Closed	-$205K	–	552
2024 Q1	$205K	Buy	+2,001	New	+$205K	﹤0.01%	499