Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,790
| Closed | -$343K | – | 141 |
|
|
2021
Q2 | $343K | Hold |
3,790
| – | – | 0.01% | 89 |
|
|
2021
Q1 | $320K | Hold |
3,790
| – | – | 0.01% | 93 |
|
|
2020
Q4 | $285K | Buy |
3,790
+300
| +9% | +$22.6K | 0.01% | 87 |
|
|
2020
Q3 | $204K | Buy |
+3,490
| New | +$204K | 0.01% | 94 |
|
|
2019
Q3 | – | Sell |
-2,903
| Closed | -$200K | – | 285 |
|
|
2019
Q2 | $200K | Buy |
+2,903
| New | +$200K | 0.01% | 237 |
|