Aevitas Wealth Management’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
Q4 | $1.89M | Buy |
22,856
+93
| +0.4% | +$7.69K | 1.12% | 25 |
|
|
2022
Q3 | $1.69M | Sell |
22,763
-2,055
| -8% | -$153K | 1.27% | 23 |
|
|
2022
Q2 | $1.92M | Sell |
24,818
-199
| -0.8% | -$15.4K | 1.3% | 22 |
|
|
2022
Q1 | $2.34M | Sell |
25,017
-79
| -0.3% | -$7.38K | 1.43% | 18 |
|
|
2021
Q4 | $2.42M | Buy |
25,096
+127
| +0.5% | +$12.3K | 1.44% | 16 |
|
|
2021
Q3 | $2.31M | Hold |
24,969
| – | – | 1.48% | 17 |
|
|
2021
Q2 | $2.26M | Buy |
24,969
+874
| +4% | +$79K | 1.44% | 17 |
|
|
2021
Q1 | $2.04M | Buy |
24,095
+843
| +4% | +$71.2K | 1.42% | 16 |
|
|
2020
Q4 | $1.69M | Buy |
23,252
+6,660
| +40% | +$485K | 1.24% | 23 |
|
|
2020
Q3 | $971K | Sell |
16,592
-401
| -2% | -$23.5K | 0.8% | 36 |
|
|
2020
Q2 | $972K | Sell |
16,993
-2,634
| -13% | -$151K | 0.9% | 30 |
|
|
2020
Q1 | $995K | Sell |
19,627
-2,829
| -13% | -$143K | 1.11% | 25 |
|
|
2019
Q4 | $1.71M | Sell |
22,456
-3,361
| -13% | -$256K | 1.61% | 18 |
|
|
2019
Q3 | $1.81M | Sell |
25,817
-391
| -1% | -$27.4K | 1.81% | 14 |
|
|
2019
Q2 | $1.81M | Sell |
26,208
-23,759
| -48% | -$1.64M | 1.82% | 12 |
|
|
2019
Q1 | $3.22M | Buy |
49,967
+525
| +1% | +$33.9K | 2.87% | 7 |
|
|
2018
Q4 | $2.94M | Buy |
49,442
+730
| +1% | +$43.3K | 3% | 7 |
|
|
2018
Q3 | $3.38M | Sell |
48,712
-1,282
| -3% | -$88.9K | 3.06% | 5 |
|
|
2018
Q2 | $3.37M | Sell |
49,994
-1,553
| -3% | -$105K | 3.28% | 4 |
|
|
2018
Q1 | $3.58M | Buy |
51,547
+422
| +0.8% | +$29.3K | 3.58% | 2 |
|
|
2017
Q4 | $3.58M | Buy |
+51,125
| New | +$3.58M | 3.4% | 2 |
|