CCG Wealth Management’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
Q1 | – | Sell |
-4,154
| Closed | -$317K | – | 98 |
|
|
2019
Q4 | $317K | Sell |
4,154
-1,594
| -28% | -$122K | 0.2% | 59 |
|
|
2019
Q3 | $402K | Sell |
5,748
-1,258
| -18% | -$88K | 0.27% | 49 |
|
|
2019
Q2 | $483K | Sell |
7,006
-38
| -0.5% | -$2.62K | 0.35% | 41 |
|
|
2019
Q1 | $455K | Buy |
7,044
+2,343
| +50% | +$151K | 0.37% | 43 |
|
|
2018
Q4 | $279K | Buy |
+4,701
| New | +$279K | 0.27% | 51 |
|