ACG Wealth’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-78
| Closed | -$6K | – | 985 |
|
2022
Q2 | $6K | Buy |
+78
| New | +$6K | ﹤0.01% | 756 |
|
2022
Q1 | – | Sell |
-21,248
| Closed | -$2.05M | – | 317 |
|
2021
Q4 | $2.05M | Sell |
21,248
-660
| -3% | -$63.7K | 0.29% | 81 |
|
2021
Q3 | $2.03M | Sell |
21,908
-410
| -2% | -$38K | 0.27% | 83 |
|
2021
Q2 | $2.02M | Buy |
22,318
+13,320
| +148% | +$1.2M | 0.26% | 86 |
|
2021
Q1 | $760K | Buy |
+8,998
| New | +$760K | 0.1% | 153 |
|