Atticus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-427
| Closed | -$43.7K | – | 570 |
|
|
2024
Q1 | $43.7K | Buy |
427
+2
| +0.5% | +$205 | 0.01% | 256 |
|
|
2023
Q4 | $39.2K | Buy |
425
+5
| +1% | +$462 | 0.01% | 266 |
|
|
2023
Q3 | $33.7K | Sell |
420
-157
| -27% | -$12.6K | 0.01% | 288 |
|
|
2023
Q2 | $46.9K | Hold |
577
| – | – | 0.02% | 265 |
|
|
2023
Q1 | $44.9K | Buy |
577
+3
| +0.5% | +$234 | 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% | +$152 | 0.01% | 294 |
|
|
2022
Q1 | $41K | Sell |
444
-74
| -14% | -$6.83K | 0.02% | 268 |
|
|
2021
Q4 | $50K | Buy |
518
+6
| +1% | +$579 | 0.02% | 225 |
|
|
2021
Q3 | $47K | Sell |
512
-123
| -19% | -$11.3K | 0.02% | 243 |
|
|
2021
Q2 | $57K | Buy |
635
+477
| +302% | +$42.8K | 0.02% | 219 |
|
|
2021
Q1 | $13K | Buy |
+158
| New | +$13K | 0.01% | 293 |
|