World Investment Advisors’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 | $1.45M | Buy |
11,418
+3,514
| +44% | +$447K | 0.03% | 437 |
|
|
2025
Q1 | $944K | Buy |
7,904
+4,856
| +159% | +$580K | 0.02% | 526 |
|
|
2024
Q4 | $360K | Buy |
3,048
+980
| +47% | +$116K | 0.01% | 757 |
|
|
2024
Q3 | $227K | Buy |
+2,068
| New | +$227K | 0.01% | 822 |
|
|
2023
Q1 | – | Sell |
-4,625
| Closed | -$383K | – | 264 |
|
|
2022
Q4 | $383K | Buy |
4,625
+694
| +18% | +$57.4K | 0.09% | 154 |
|
|
2022
Q3 | $294K | Sell |
3,931
-42
| -1% | -$3.14K | 0.07% | 187 |
|
|
2022
Q2 | $328K | Buy |
3,973
+19
| +0.5% | +$1.57K | 0.07% | 188 |
|
|
2022
Q1 | $369K | Buy |
3,954
+15
| +0.4% | +$1.4K | 0.08% | 177 |
|
|
2021
Q4 | $392K | Buy |
+3,939
| New | +$392K | 0.08% | 174 |
|