Bernardo Wealth Planning’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 Q4	–	Sell	-2,747	Closed	-$221K	–	93
2023 Q3	$221K	Hold	2,747	–	–	0.09%	77
2023 Q2	$223K	Hold	2,747	–	–	0.09%	79
2023 Q1	$214K	Hold	2,747	–	–	0.09%	82
2022 Q4	$227K	Buy	+2,747	New	+$227K	0.11%	79