WP
WMS Partners’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,257
| Closed | -$266K | – | 265 |
|
|
2024
Q4 | $266K | Sell |
2,257
-15
| -0.7% | -$1.77K | 0.01% | 255 |
|
|
2024
Q3 | $250K | Buy |
+2,272
| New | +$250K | 0.01% | 248 |
|
|
2019
Q3 | – | Sell |
-2,900
| Closed | -$200K | – | 231 |
|
|
2019
Q2 | $200K | Buy |
+2,900
| New | +$200K | 0.05% | 209 |
|