Williams & Novak’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 | $664K | Hold |
5,215
| – | – | 0.56% | 50 |
|
|
2025
Q1 | $623K | Hold |
5,215
| – | – | 0.61% | 44 |
|
|
2024
Q4 | $616K | Sell |
5,215
-900
| -15% | -$106K | 0.59% | 47 |
|
|
2024
Q3 | $672K | Hold |
6,115
| – | – | 0.63% | 45 |
|
|
2024
Q2 | $611K | Hold |
6,115
| – | – | 0.57% | 46 |
|
|
2024
Q1 | $564K | Hold |
6,115
| – | – | 0.64% | 43 |
|
|
2023
Q4 | $564K | Buy |
+6,115
| New | +$564K | 0.64% | 43 |
|