Collective Family Office’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 |
-2,650
| Closed | -$219K | – | 180 |
|
|
2022
Q4 | $219K | Sell |
2,650
-2,000
| -43% | -$165K | 0.1% | 158 |
|
|
2022
Q3 | $346K | Sell |
4,650
-1,000
| -18% | -$74.4K | 0.17% | 121 |
|
|
2022
Q2 | $436K | Sell |
5,650
-380
| -6% | -$29.3K | 0.19% | 121 |
|
|
2022
Q1 | $563K | Buy |
6,030
+3,530
| +141% | +$330K | 0.22% | 106 |
|
|
2021
Q4 | $241K | Hold |
2,500
| – | – | 0.09% | 169 |
|
|
2021
Q3 | $232K | Hold |
2,500
| – | – | 0.1% | 157 |
|
|
2021
Q2 | $226K | Hold |
2,500
| – | – | 0.1% | 163 |
|
|
2021
Q1 | $211K | Buy |
+2,500
| New | +$211K | 0.1% | 161 |
|