Winch Advisory Services’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
2026 Q1	$542K	Buy	4,485 +15	+0.3%	+$1.91K	0.12%	72
2025 Q4	$597K	Sell	4,470 -47	-1%	-$6.11K	0.13%	69
2025 Q3	$593K	Buy	4,517 +14	+0.3%	+$1.81K	0.13%	68
2025 Q2	$573K	Buy	4,503 +17	+0.4%	+$2.03K	0.14%	64
2025 Q1	$536K	Buy	4,486 +19	+0.4%	+$2.31K	0.14%	65
2024 Q4	$527K	Buy	4,467 +47	+1%	+$5.56K	0.14%	60
2024 Q3	$486K	Buy	4,420 +7	+0.2%	+$742	0.13%	63
2024 Q2	$441K	Hold	4,413	–	–	0.13%	65
2024 Q1	$452K	Buy	4,413 +17	+0.4%	+$1.63K	0.14%	61
2023 Q4	$406K	Buy	4,396 +54	+1%	+$4.54K	0.13%	59
2023 Q3	$349K	Sell	4,342 -215	-5%	-$18K	0.13%	62
2023 Q2	$370K	Hold	4,557	–	–	0.13%	61
2023 Q1	$355K	Buy	4,557 +19	+0.4%	+$1.61K	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%	+$6.25K	0.14%	57
2022 Q1	$413K	Sell	4,417 -482	-10%	-$46.2K	0.14%	56
2021 Q4	$473K	Buy	4,899 +128	+3%	+$12.5K	0.16%	56
2021 Q3	$442K	Hold	4,771	–	–	0.15%	55
2021 Q2	$432K	Buy	4,771 +2,903	+155%	+$262K	0.16%	55
2021 Q1	$158K	Buy	1,868 +1,770	+1,806%	+$141K	0.06%	69
2020 Q4	$7K	Buy	+98	New	+$6.47K	﹤0.01%	269