Clear Perspectives Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-250
| Closed | -$19K | – | 263 |
|
|
2022
Q3 | $19K | Hold |
250
| – | – | 0.01% | 126 |
|
|
2022
Q2 | $19K | Sell |
250
-150
| -38% | -$11.4K | 0.01% | 135 |
|
|
2022
Q1 | $37K | Hold |
400
| – | – | 0.01% | 110 |
|
|
2021
Q4 | $39K | Hold |
400
| – | – | 0.02% | 117 |
|
|
2021
Q3 | $37K | Buy |
+400
| New | +$37K | 0.02% | 114 |
|