APWA
Atlas Private Wealth Advisors’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-779
| Closed | -$72K | – | 684 |
|
|
2021
Q3 | $72K | Hold |
779
| – | – | 0.04% | 203 |
|
|
2021
Q2 | $70K | Sell |
779
-68
| -8% | -$6.11K | 0.04% | 199 |
|
|
2021
Q1 | $72K | Sell |
847
-192
| -18% | -$16.3K | 0.04% | 197 |
|
|
2020
Q4 | $76K | Buy |
1,039
+20
| +2% | +$1.46K | 0.05% | 180 |
|
|
2020
Q3 | $60K | Buy |
1,019
+2
| +0.2% | +$118 | 0.05% | 186 |
|
|
2020
Q2 | $58K | Buy |
+1,017
| New | +$58K | 0.05% | 188 |
|