AWS
AJ Wealth Strategies’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $579K | Buy |
7,126
+52
| +0.7% | +$4.22K | 0.03% | 173 |
|
|
2023
Q1 | $551K | Hold |
7,074
| – | – | 0.03% | 171 |
|
|
2022
Q4 | $585K | Sell |
7,074
-776
| -10% | -$64.2K | 0.03% | 171 |
|
|
2022
Q3 | $584K | Sell |
7,850
-140
| -2% | -$10.4K | 0.03% | 170 |
|
|
2022
Q2 | $617K | Hold |
7,990
| – | – | 0.03% | 170 |
|
|
2022
Q1 | $746K | Buy |
7,990
+1
| +0% | +$93 | 0.04% | 163 |
|
|
2021
Q4 | $771K | Buy |
7,989
+1,043
| +15% | +$101K | 0.04% | 157 |
|
|
2021
Q3 | $644K | Hold |
6,946
| – | – | 0.03% | 164 |
|
|
2021
Q2 | $628K | Hold |
6,946
| – | – | 0.04% | 161 |
|
|
2021
Q1 | $587K | Buy |
6,946
+1
| +0% | +$85 | 0.04% | 150 |
|
|
2020
Q4 | $506K | Buy |
6,945
+46
| +0.7% | +$3.35K | 0.04% | 147 |
|
|
2020
Q3 | $404K | Buy |
6,899
+41
| +0.6% | +$2.4K | 0.04% | 146 |
|
|
2020
Q2 | $392K | Buy |
+6,858
| New | +$392K | 0.04% | 141 |
|