Boston Family Office’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-4,871
| Closed | -$247K | – | 248 |
|
|
2020
Q1 | $247K | Hold |
4,871
| – | – | 0.03% | 220 |
|
|
2019
Q4 | $372K | Sell |
4,871
-33
| -0.7% | -$2.52K | 0.04% | 216 |
|
|
2019
Q3 | $343K | Sell |
4,904
-2,225
| -31% | -$156K | 0.04% | 220 |
|
|
2019
Q2 | $492K | Sell |
7,129
-321
| -4% | -$22.2K | 0.05% | 195 |
|
|
2019
Q1 | $481K | Sell |
7,450
-20
| -0.3% | -$1.29K | 0.05% | 194 |
|
|
2018
Q4 | $443K | Sell |
7,470
-1,995
| -21% | -$118K | 0.06% | 191 |
|
|
2018
Q3 | $657K | Buy |
9,465
+1,180
| +14% | +$81.9K | 0.07% | 172 |
|
|
2018
Q2 | $559K | Buy |
8,285
+4,605
| +125% | +$311K | 0.06% | 189 |
|
|
2018
Q1 | $256K | Sell |
3,680
-745
| -17% | -$51.8K | 0.03% | 238 |
|
|
2017
Q4 | $310K | Sell |
4,425
-20
| -0.4% | -$1.4K | 0.03% | 228 |
|
|
2017
Q3 | $291K | Sell |
4,445
-210
| -5% | -$13.7K | 0.03% | 232 |
|
|
2017
Q2 | $291K | Buy |
4,655
+25
| +0.5% | +$1.56K | 0.03% | 226 |
|
|
2017
Q1 | $280K | Buy |
+4,630
| New | +$280K | 0.03% | 224 |
|