Wilson & Boucher Capital 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
Q1 | – | Sell |
-2,025
| Closed | -$239K | – | 114 |
|
|
2024
Q4 | $239K | Hold |
2,025
| – | – | 0.17% | 101 |
|
|
2024
Q3 | $223K | Hold |
2,025
| – | – | 0.15% | 107 |
|
|
2024
Q2 | $202K | Sell |
2,025
-100
| -5% | -$9.99K | 0.16% | 108 |
|
|
2024
Q1 | $218K | Buy |
+2,125
| New | +$218K | 0.17% | 105 |
|
|
2022
Q2 | – | Sell |
-2,325
| Closed | -$217K | – | 109 |
|
|
2022
Q1 | $217K | Hold |
2,325
| – | – | 0.2% | 103 |
|
|
2021
Q4 | $225K | Buy |
+2,325
| New | +$225K | 0.2% | 99 |
|