Atlas Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-13,615
| Closed | -$1.27M | – | 126 |
|
|
2022
Q1 | $1.27M | Buy |
13,615
+132
| +1% | +$12.3K | 0.74% | 41 |
|
|
2021
Q4 | $1.3M | Buy |
13,483
+273
| +2% | +$26.4K | 0.73% | 42 |
|
|
2021
Q3 | $1.22M | Buy |
13,210
+828
| +7% | +$76.7K | 0.75% | 44 |
|
|
2021
Q2 | $1.12M | Buy |
12,382
+7,164
| +137% | +$648K | 0.69% | 47 |
|
|
2021
Q1 | $441K | Buy |
+5,218
| New | +$441K | 0.28% | 89 |
|