CWM
C2C Wealth Management’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,383
| Closed | -$268K | – | 223 |
|
|
2023
Q3 | $268K | Hold |
3,383
| – | – | 0.04% | 204 |
|
|
2023
Q2 | $285K | Buy |
3,383
+713
| +27% | +$60K | 0.04% | 206 |
|
|
2023
Q1 | $208K | Hold |
2,670
| – | – | 0.03% | 224 |
|
|
2022
Q4 | $226K | Hold |
2,670
| – | – | 0.04% | 155 |
|
|
2022
Q3 | $212K | Hold |
2,670
| – | – | 0.04% | 158 |
|
|
2022
Q2 | $214K | Hold |
2,670
| – | – | 0.04% | 169 |
|
|
2022
Q1 | $247K | Hold |
2,670
| – | – | 0.04% | 170 |
|
|
2021
Q4 | $258K | Buy |
+2,670
| New | +$258K | 0.04% | 186 |
|