BDO Wealth Advisors’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $205K | Sell |
2,520
-1,112
| -31% | -$90.3K | 0.02% | 261 |
|
|
2023
Q1 | $283K | Sell |
3,632
-293
| -7% | -$22.8K | 0.03% | 213 |
|
|
2022
Q4 | $325K | Sell |
3,925
-140
| -3% | -$11.6K | 0.04% | 214 |
|
|
2022
Q3 | $303K | Buy |
4,065
+2,285
| +128% | +$170K | 0.04% | 211 |
|
|
2022
Q2 | $137K | Hold |
1,780
| – | – | 0.02% | 294 |
|
|
2022
Q1 | $166K | Sell |
1,780
-19
| -1% | -$1.77K | 0.02% | 287 |
|
|
2021
Q4 | $174K | Buy |
1,799
+42
| +2% | +$4.06K | 0.02% | 296 |
|
|
2021
Q3 | $163K | Sell |
1,757
-723
| -29% | -$67.1K | 0.02% | 309 |
|
|
2021
Q2 | $224K | Sell |
2,480
-175
| -7% | -$15.8K | 0.02% | 276 |
|
|
2021
Q1 | $224K | Sell |
2,655
-50
| -2% | -$4.22K | 0.03% | 273 |
|
|
2020
Q4 | $197K | Sell |
2,705
-255
| -9% | -$18.6K | 0.03% | 234 |
|
|
2020
Q3 | $173K | Buy |
2,960
+220
| +8% | +$12.9K | 0.03% | 233 |
|
|
2020
Q2 | $157K | Sell |
2,740
-526
| -16% | -$30.1K | 0.03% | 241 |
|
|
2020
Q1 | $166K | Sell |
3,266
-1,044
| -24% | -$53.1K | 0.03% | 220 |
|
|
2019
Q4 | $329K | Buy |
4,310
+1,305
| +43% | +$99.6K | 0.08% | 141 |
|
|
2019
Q3 | $210K | Sell |
3,005
-75
| -2% | -$5.24K | 0.05% | 188 |
|
|
2019
Q2 | $213K | Buy |
3,080
+140
| +5% | +$9.68K | 0.06% | 185 |
|
|
2019
Q1 | $190K | Sell |
2,940
-1,175
| -29% | -$75.9K | 0.06% | 173 |
|
|
2018
Q4 | $244K | Sell |
4,115
-250
| -6% | -$14.8K | 0.08% | 133 |
|
|
2018
Q3 | $303K | Hold |
4,365
| – | – | 0.1% | 121 |
|
|
2018
Q2 | $294K | Sell |
4,365
-175
| -4% | -$11.8K | 0.1% | 125 |
|
|
2018
Q1 | $315K | Buy |
4,540
+700
| +18% | +$48.6K | 0.12% | 106 |
|
|
2017
Q4 | $269K | Buy |
3,840
+300
| +8% | +$21K | 0.12% | 97 |
|
|
2017
Q3 | $231K | Sell |
3,540
-275
| -7% | -$17.9K | 0.11% | 96 |
|
|
2017
Q2 | $239K | Buy |
+3,815
| New | +$239K | 0.1% | 118 |
|