Baldwin Wealth Partners’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
Q4 | – | Sell |
-200
| Closed | -$22K | – | 991 |
|
|
2024
Q3 | $22K | Hold |
200
| – | – | ﹤0.01% | 683 |
|
|
2024
Q2 | $20K | Hold |
200
| – | – | ﹤0.01% | 462 |
|
|
2024
Q1 | $20.5K | Sell |
200
-266
| -57% | -$27.2K | ﹤0.01% | 487 |
|
|
2023
Q4 | $43K | Hold |
466
| – | – | ﹤0.01% | 391 |
|
|
2023
Q3 | $37.4K | Hold |
466
| – | – | ﹤0.01% | 430 |
|
|
2023
Q2 | $37.9K | Sell |
466
-86
| -16% | -$6.99K | ﹤0.01% | 450 |
|
|
2023
Q1 | $43K | Hold |
552
| – | – | ﹤0.01% | 434 |
|
|
2022
Q4 | $45.7K | Hold |
552
| – | – | ﹤0.01% | 424 |
|
|
2022
Q3 | $41K | Hold |
552
| – | – | 0.01% | 354 |
|
|
2022
Q2 | $43K | Hold |
552
| – | – | 0.01% | 369 |
|
|
2022
Q1 | $52K | Buy |
552
+286
| +108% | +$26.9K | 0.01% | 369 |
|
|
2021
Q4 | $26K | Hold |
266
| – | – | ﹤0.01% | 423 |
|
|
2021
Q3 | $25K | Hold |
266
| – | – | ﹤0.01% | 433 |
|
|
2021
Q2 | $24K | Hold |
266
| – | – | ﹤0.01% | 454 |
|
|
2021
Q1 | $22K | Buy |
+266
| New | +$22K | ﹤0.01% | 451 |
|