Allen Mooney & Barnes Investment Advisors’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,099
| Closed | -$231K | – | 156 |
|
|
2024
Q3 | $231K | Buy |
2,099
+1
| +0% | +$110 | 0.04% | 141 |
|
|
2024
Q2 | $210K | Sell |
2,098
-1
| -0% | -$100 | 0.04% | 146 |
|
|
2024
Q1 | $207K | Sell |
2,099
-710
| -25% | -$70K | 0.04% | 156 |
|
|
2023
Q4 | $259K | Buy |
2,809
+1
| +0% | +$92 | 0.05% | 139 |
|
|
2023
Q3 | $226K | Buy |
2,808
+18
| +0.6% | +$1.45K | 0.05% | 138 |
|
|
2023
Q2 | $227K | Buy |
+2,790
| New | +$227K | 0.05% | 136 |
|
|
2022
Q2 | – | Sell |
-2,235
| Closed | -$209K | – | 153 |
|
|
2022
Q1 | $209K | Buy |
+2,235
| New | +$209K | 0.05% | 145 |
|