Apriem 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-94,604
| Closed | -$5.62M | – | 141 |
|
|
2018
Q4 | $5.62M | Sell |
94,604
-975
| -1% | -$57.9K | 1.97% | 16 |
|
|
2018
Q3 | $6.63M | Buy |
95,579
+440
| +0.5% | +$30.5K | 1.45% | 19 |
|
|
2018
Q2 | $6.42M | Buy |
95,139
+4,204
| +5% | +$284K | 1.44% | 19 |
|
|
2018
Q1 | $6.32M | Buy |
90,935
+8,740
| +11% | +$607K | 1.54% | 19 |
|
|
2017
Q4 | $5.76M | Buy |
82,195
+30,929
| +60% | +$2.17M | 1.43% | 20 |
|
|
2017
Q3 | $3.35M | Buy |
51,266
+6,546
| +15% | +$428K | 0.83% | 31 |
|
|
2017
Q2 | $2.8M | Buy |
44,720
+105
| +0.2% | +$6.57K | 0.74% | 37 |
|
|
2017
Q1 | $2.7M | Buy |
44,615
+3,085
| +7% | +$187K | 0.73% | 35 |
|
|
2016
Q4 | $2.47M | Sell |
41,530
-434
| -1% | -$25.8K | 0.73% | 36 |
|
|
2016
Q3 | $2.07M | Buy |
+41,964
| New | +$2.07M | 0.62% | 41 |
|