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