World Investment Advisors’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	$1.51M	Sell	12,524 -8,089	-39%	-$1.03M	0.02%	573
2025 Q4	$2.75M	Buy	20,613 +8,953	+77%	+$1.16M	0.05%	395
2025 Q3	$1.53M	Buy	11,660 +242	+2%	+$31.3K	0.03%	463
2025 Q2	$1.45M	Buy	11,418 +3,514	+44%	+$419K	0.03%	439
2025 Q1	$944K	Buy	7,904 +4,856	+159%	+$592K	0.02%	528
2024 Q4	$360K	Buy	3,048 +980	+47%	+$116K	0.01%	760
2024 Q3	$227K	Buy	+2,068	New	+$219K	0.01%	825
2023 Q1	–	Sell	-4,625	Closed	-$383K	–	264
2022 Q4	$383K	Buy	4,625 +694	+18%	+$57.3K	0.09%	154
2022 Q3	$294K	Sell	3,931 -42	-1%	-$3.42K	0.07%	187
2022 Q2	$328K	Buy	3,973 +19	+0.5%	+$1.6K	0.07%	188
2022 Q1	$369K	Buy	3,954 +15	+0.4%	+$1.44K	0.08%	177
2021 Q4	$392K	Buy	+3,939	New	+$384K	0.08%	174