Winch Advisory Services’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 | $573K | Buy |
4,503
+17
| +0.4% | +$2.16K | 0.14% | 64 |
|
|
2025
Q1 | $536K | Buy |
4,486
+19
| +0.4% | +$2.27K | 0.14% | 65 |
|
|
2024
Q4 | $527K | Buy |
4,467
+47
| +1% | +$5.55K | 0.14% | 60 |
|
|
2024
Q3 | $486K | Buy |
4,420
+7
| +0.2% | +$769 | 0.13% | 63 |
|
|
2024
Q2 | $441K | Hold |
4,413
| – | – | 0.13% | 65 |
|
|
2024
Q1 | $452K | Buy |
4,413
+17
| +0.4% | +$1.74K | 0.14% | 61 |
|
|
2023
Q4 | $406K | Buy |
4,396
+54
| +1% | +$4.98K | 0.13% | 59 |
|
|
2023
Q3 | $349K | Sell |
4,342
-215
| -5% | -$17.3K | 0.13% | 62 |
|
|
2023
Q2 | $370K | Hold |
4,557
| – | – | 0.13% | 61 |
|
|
2023
Q1 | $355K | Buy |
4,557
+19
| +0.4% | +$1.48K | 0.14% | 64 |
|
|
2022
Q4 | $375K | Buy |
4,538
+47
| +1% | +$3.88K | 0.16% | 61 |
|
|
2022
Q3 | $334K | Hold |
4,491
| – | – | 0.14% | 58 |
|
|
2022
Q2 | $347K | Buy |
4,491
+74
| +2% | +$5.72K | 0.14% | 57 |
|
|
2022
Q1 | $413K | Sell |
4,417
-482
| -10% | -$45.1K | 0.14% | 56 |
|
|
2021
Q4 | $473K | Buy |
4,899
+128
| +3% | +$12.4K | 0.16% | 56 |
|
|
2021
Q3 | $442K | Hold |
4,771
| – | – | 0.15% | 55 |
|
|
2021
Q2 | $432K | Buy |
4,771
+2,903
| +155% | +$263K | 0.16% | 55 |
|
|
2021
Q1 | $158K | Buy |
1,868
+1,770
| +1,806% | +$150K | 0.06% | 69 |
|
|
2020
Q4 | $7K | Buy |
+98
| New | +$7K | ﹤0.01% | 269 |
|