Aprio 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-47,365
| Closed | -$3.85M | – | 197 |
|
|
2023
Q2 | $3.85M | Buy |
47,365
+438
| +0.9% | +$35.6K | 1.06% | 18 |
|
|
2023
Q1 | $3.66M | Buy |
46,927
+3,751
| +9% | +$292K | 1.13% | 17 |
|
|
2022
Q4 | $3.57M | Sell |
43,176
-15,013
| -26% | -$1.24M | 1.26% | 14 |
|
|
2022
Q3 | $4.33M | Buy |
58,189
+1,689
| +3% | +$126K | 1.74% | 17 |
|
|
2022
Q2 | $4.36M | Buy |
56,500
+639
| +1% | +$49.3K | 1.74% | 18 |
|
|
2022
Q1 | $5.22M | Buy |
55,861
+3,035
| +6% | +$283K | 1.99% | 14 |
|
|
2021
Q4 | $5.1M | Sell |
52,826
-40,287
| -43% | -$3.89M | 2.13% | 10 |
|
|
2021
Q3 | $8.63M | Buy |
93,113
+8,986
| +11% | +$833K | 3.93% | 7 |
|
|
2021
Q2 | $7.61M | Buy |
+84,127
| New | +$7.61M | 3.6% | 8 |
|