Atticus Wealth Management’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 Q2	–	Sell	-427	Closed	-$43.7K	–	571
2024 Q1	$43.7K	Buy	427 +2	+0.5%	+$192	0.01%	256
2023 Q4	$39.2K	Buy	425 +5	+1%	+$420	0.01%	266
2023 Q3	$33.7K	Sell	420 -157	-27%	-$13.1K	0.01%	288
2023 Q2	$46.9K	Hold	577	–	–	0.02%	265
2023 Q1	$44.9K	Buy	577 +3	+0.5%	+$254	0.02%	261
2022 Q4	$47.5K	Buy	574 +128	+29%	+$10.6K	0.02%	257
2022 Q3	$34K	Hold	446	–	–	0.02%	271
2022 Q2	$34K	Buy	446 +2	+0.5%	+$169	0.01%	294
2022 Q1	$41K	Sell	444 -74	-14%	-$7.09K	0.02%	268
2021 Q4	$50K	Buy	518 +6	+1%	+$585	0.02%	225
2021 Q3	$47K	Sell	512 -123	-19%	-$11.3K	0.02%	243
2021 Q2	$57K	Buy	635 +477	+302%	+$43.1K	0.02%	219
2021 Q1	$13K	Buy	+158	New	+$12.6K	0.01%	294