Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $164K | Hold |
|
|||||
|
2023
Q3 | $143K | Buy |
|
|||||
|
2023
Q2 | $144K | Hold |
|
|||||
|
2023
Q1 | $138K | Hold |
|
|||||
|
2022
Q4 | $147K | Buy |
|
|||||
|
2022
Q3 | $132K | Sell |
|
|||||
|
2022
Q2 | $169K | Buy |
|
|||||
|
2022
Q1 | $205K | Buy |
|
|||||
|
2021
Q4 | $211K | Buy |
|
|||||
|
2021
Q3 | $198K | Buy |
|
|||||
|
2021
Q2 | $156K | Hold |
|
|||||
|
2021
Q1 | $146K | Hold |
|
|||||
|
2020
Q4 | $126K | Hold |
|
|||||
|
2020
Q3 | $101K | Hold |
|
|||||
|
2020
Q2 | $99K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $9K | Buy |
|