Bison Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $421K | Hold |
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|
2024
Q1 | $421K | Sell |
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|
2023
Q4 | $406K | Sell |
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|
2023
Q3 | $380K | Sell |
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|
2023
Q2 | $402K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $121K | Sell |
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|
2022
Q1 | $151K | Sell |
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|
2021
Q4 | $161K | Sell |
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|
2021
Q3 | $159K | Hold |
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|
2021
Q2 | $155K | Buy |
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|
2021
Q1 | $128K | Buy |
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|
2020
Q4 | $74K | Hold |
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|
2020
Q3 | $59K | Hold |
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|
2020
Q2 | $58K | Sell |
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|
2020
Q1 | $57K | Sell |
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|
2019
Q4 | $91K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $519K | Sell |
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|
2019
Q1 | $495K | Hold |
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|
2018
Q4 | $455K | Sell |
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|
2018
Q3 | $560K | Sell |
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|
2018
Q2 | $551K | Hold |
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|
2018
Q1 | $567K | Hold |
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|
2017
Q4 | $572K | Hold |
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|
2017
Q3 | $534K | Hold |
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|
2017
Q2 | $511K | Sell |
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|
2017
Q1 | $554K | Buy |
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|
2016
Q4 | $356K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $236K | Buy |
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