CVM
Cheviot Value Management’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-9,089
| Closed | -$631K | – | 67 |
|
|
2018
Q3 | $631K | Buy |
9,089
+397
| +5% | +$27.6K | 0.3% | 43 |
|
|
2018
Q2 | $586K | Buy |
8,692
+1,922
| +28% | +$130K | 0.29% | 45 |
|
|
2018
Q1 | $470K | Buy |
6,770
+2,823
| +72% | +$196K | 0.24% | 43 |
|
|
2017
Q4 | $276K | Buy |
+3,947
| New | +$276K | 0.14% | 51 |
|