WP 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 | $875K | Buy |
7,244
+23
| +0.3% | +$2.93K | 0.23% | 61 |
|
|
2025
Q4 | $964K | Buy |
7,221
+34
| +0.5% | +$4.42K | 0.24% | 56 |
|
|
2025
Q3 | $943K | Buy |
7,187
+23
| +0.3% | +$2.98K | 0.24% | 59 |
|
|
2025
Q2 | $912K | Buy |
7,164
+27
| +0.4% | +$3.22K | 0.25% | 57 |
|
|
2025
Q1 | $853K | Buy |
7,137
+30
| +0.4% | +$3.65K | 0.28% | 56 |
|
|
2024
Q4 | $839K | Buy |
7,107
+75
| +1% | +$8.87K | 0.28% | 58 |
|
|
2024
Q3 | $773K | Sell |
7,032
-93
| -1% | -$9.86K | 0.28% | 60 |
|
|
2024
Q2 | $712K | Buy |
7,125
+164
| +2% | +$16.4K | 0.23% | 65 |
|
|
2024
Q1 | $713K | Buy |
6,961
+27
| +0.4% | +$2.59K | 0.23% | 65 |
|
|
2023
Q4 | $640K | Buy |
6,934
+556
| +9% | +$46.7K | 0.24% | 67 |
|
|
2023
Q3 | $512K | Buy |
6,378
+35
| +0.6% | +$2.93K | 0.21% | 69 |
|
|
2023
Q2 | $515K | Sell |
6,343
-411
| -6% | -$32.3K | 0.21% | 68 |
|
|
2023
Q1 | $526K | Buy |
6,754
+37
| +0.6% | +$3.13K | 0.22% | 67 |
|
|
2022
Q4 | $556K | Buy |
6,717
+802
| +14% | +$66.3K | 0.25% | 64 |
|
|
2022
Q3 | $440K | Sell |
5,915
-50
| -0.8% | -$4.07K | 0.2% | 72 |
|
|
2022
Q2 | $460K | Buy |
5,965
+32
| +0.5% | +$2.7K | 0.2% | 75 |
|
|
2022
Q1 | $554K | Sell |
5,933
-25
| -0.4% | -$2.39K | 0.23% | 73 |
|
|
2021
Q4 | $575K | Buy |
5,958
+65
| +1% | +$6.33K | 0.24% | 69 |
|
|
2021
Q3 | $546K | Hold |
5,893
| – | – | 0.22% | 73 |
|
|
2021
Q2 | $533K | Buy |
5,893
+50
| +0.9% | +$4.52K | 0.22% | 70 |
|
|
2021
Q1 | $494K | Sell |
5,843
-268
| -4% | -$21.4K | 0.21% | 67 |
|
|
2020
Q4 | $445K | Buy |
6,111
+41
| +0.7% | +$2.71K | 0.21% | 65 |
|
|
2020
Q3 | $355K | Buy |
6,070
+416
| +7% | +$24.7K | 0.21% | 60 |
|
|
2020
Q2 | $323K | Buy |
5,654
+41
| +0.7% | +$2.28K | 0.23% | 49 |
|
|
2020
Q1 | $285K | Buy |
5,613
+1,853
| +49% | +$126K | 0.28% | 38 |
|
|
2019
Q4 | $287K | Sell |
3,760
-331
| -8% | -$24.2K | 0.3% | 47 |
|
|
2019
Q3 | $286K | Hold |
4,091
| – | – | 0.33% | 46 |
|
|
2019
Q2 | $282K | Buy |
4,091
+23
| +0.6% | +$1.56K | 0.31% | 46 |
|
|
2019
Q1 | $2.63K | Buy |
4,068
+22
| +0.5% | +$1.43K | 0.29% | 46 |
|
|
2018
Q4 | $240K | Sell |
4,046
-179
| -4% | -$11.6K | 0.24% | 51 |
|
|
2018
Q3 | $293K | Sell |
4,225
-339
| -7% | -$24K | 0.27% | 45 |
|
|
2018
Q2 | $308K | Hold |
4,564
| – | – | 0.29% | 44 |
|
|
2018
Q1 | $317K | Buy |
4,564
+16
| +0.4% | +$1.15K | 0.34% | 38 |
|
|
2017
Q4 | $319K | Buy |
4,548
+44
| +1% | +$2.98K | 0.31% | 41 |
|
|
2017
Q3 | $294K | Buy |
4,504
+19
| +0.4% | +$1.2K | 0.22% | 49 |
|
|
2017
Q2 | $281K | Sell |
4,485
-484
| -10% | -$29.2K | 0.2% | 53 |
|
|
2017
Q1 | $300K | Buy |
4,969
+11
| +0.2% | +$670 | 0.19% | 51 |
|
|
2016
Q4 | $294K | Buy |
+4,958
| New | +$271K | 0.21% | 47 |
|
Other funds holding VFH
PCH
MMEA
