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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $573K | Buy |
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|
2025
Q1 | $536K | Buy |
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|
2024
Q4 | $527K | Buy |
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|
2024
Q3 | $486K | Buy |
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|
2024
Q2 | $441K | Hold |
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|
2024
Q1 | $452K | Buy |
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|
2023
Q4 | $406K | Buy |
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|
2023
Q3 | $349K | Sell |
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|
2023
Q2 | $370K | Hold |
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|
2023
Q1 | $355K | Buy |
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|
2022
Q4 | $375K | Buy |
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|
2022
Q3 | $334K | Hold |
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|
2022
Q2 | $347K | Buy |
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|
2022
Q1 | $413K | Sell |
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|
2021
Q4 | $473K | Buy |
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|
2021
Q3 | $442K | Hold |
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|
2021
Q2 | $432K | Buy |
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|
2021
Q1 | $158K | Buy |
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|
2020
Q4 | $7K | Buy |
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