Asset Dedication LLC’s Vanguard Financials ETF VFH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$846K Sell
2024
Q2
$1.24M Sell
2024
Q1
$1.26M Buy
2016
Q2
Sell
2016
Q1
$1.01M Buy