Winthrop 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
Q2 | $13.4M | Buy |
104,994
+5,032
| +5% | +$641K | 3.38% | 5 |
|
|
2025
Q1 | $11.9M | Buy |
99,962
+14,355
| +17% | +$1.71M | 3.29% | 7 |
|
|
2024
Q4 | $10.1M | Sell |
85,607
-12,303
| -13% | -$1.45M | 2.69% | 10 |
|
|
2024
Q3 | $10.8M | Sell |
97,910
-2,122
| -2% | -$233K | 5.12% | 5 |
|
|
2024
Q2 | $9.99M | Buy |
100,032
+989
| +1% | +$98.8K | 5% | 4 |
|
|
2024
Q1 | $10.1M | Buy |
99,043
+754
| +0.8% | +$77.2K | 4.67% | 5 |
|
|
2023
Q4 | $9.07M | Buy |
+98,289
| New | +$9.07M | 2.96% | 9 |
|