B&D White Capital Company’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
Q4
Sell
-5,286
Closed -$393K 89
2022
Q3
$393K Buy
5,286
+154
+3% +$11.4K 0.15% 49
2022
Q2
$396K Sell
5,132
-7,812
-60% -$603K 0.17% 41
2022
Q1
$1.21M Sell
12,944
-33,359
-72% -$3.11M 0.39% 30
2021
Q4
$4.47M Buy
46,303
+910
+2% +$87.9K 1.47% 12
2021
Q3
$4.21M Buy
45,393
+18,741
+70% +$1.74M 1.62% 22
2021
Q2
$2.41M Buy
+26,652
New +$2.41M 1.07% 17