Zynergy Retirement Planning’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	$630K	Sell	4,951 -140	-3%	-$17.8K	0.42%	13
2025 Q1	$601K	Sell	5,091 -52	-1%	-$6.14K	0.43%	15
2024 Q4	$565K	Hold	5,143	–	–	0.4%	16
2024 Q3	$565K	Sell	5,143 -44	-0.8%	-$4.84K	0.4%	16
2024 Q2	$518K	Buy	+5,187	New	+$518K	0.4%	16