Caliber Wealth Management (Utah)’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
Q1 | – | Sell |
-20,902
| Closed | -$1.73M | – | 87 |
|
|
2022
Q4 | $1.73M | Sell |
20,902
-10,817
| -34% | -$895K | 1.32% | 29 |
|
|
2022
Q3 | $2.36M | Buy |
31,719
+2,011
| +7% | +$150K | 1.86% | 17 |
|
|
2022
Q2 | $2.29M | Buy |
29,708
+3,009
| +11% | +$232K | 1.78% | 18 |
|
|
2022
Q1 | $2.49M | Buy |
26,699
+6,553
| +33% | +$612K | 1.59% | 25 |
|
|
2021
Q4 | $2.02M | Buy |
20,146
+8,618
| +75% | +$866K | 1.4% | 36 |
|
|
2021
Q3 | $1.13M | Buy |
11,528
+378
| +3% | +$36.9K | 0.79% | 55 |
|
|
2021
Q2 | $1.01M | Buy |
+11,150
| New | +$1.01M | 0.71% | 56 |
|