Arkadios Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-651
| Closed | -$60K | – | 1730 |
|
|
2021
Q3 | $60K | Hold |
651
| – | – | 0.01% | 824 |
|
|
2021
Q2 | $58K | Hold |
651
| – | – | 0.01% | 876 |
|
|
2021
Q1 | $55K | Buy |
651
+571
| +714% | +$48.2K | 0.01% | 667 |
|
|
2020
Q4 | $5K | Hold |
80
| – | – | ﹤0.01% | 1133 |
|
|
2020
Q3 | $4.92K | Hold |
80
| – | – | ﹤0.01% | 851 |
|
|
2020
Q2 | $4.63K | Hold |
80
| – | – | ﹤0.01% | 789 |
|
|
2020
Q1 | $4.06K | Hold |
80
| – | – | ﹤0.01% | 825 |
|
|
2019
Q4 | $6.2K | Buy |
+80
| New | +$6.2K | ﹤0.01% | 674 |
|