Aspiriant LLC’s Vanguard Financials ETF VFH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-3,847
Closed -$359K 289
2022
Q1
$359K Sell
3,847
-1,055
-22% -$98.5K 0.02% 205
2021
Q4
$474K Buy
4,902
+200
+4% +$19.3K 0.03% 179
2021
Q3
$435K Hold
4,702
0.03% 170
2021
Q2
$425K Buy
+4,702
New +$425K 0.02% 167