Confluence Wealth Management’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $340K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $371K | Hold |
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|
2019
Q3 | $340K | Hold |
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|
2019
Q2 | $335K | Sell |
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|
2019
Q1 | $378K | Hold |
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|
2018
Q4 | $348K | Hold |
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|
2018
Q3 | $406K | Hold |
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|
2018
Q2 | $395K | Hold |
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|
2018
Q1 | $407K | Hold |
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|
2017
Q4 | $410K | Sell |
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|
2017
Q3 | $403K | Sell |
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|
2017
Q2 | $452K | Hold |
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|
2017
Q1 | $437K | Sell |
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|
2016
Q4 | $525K | Sell |
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|
2016
Q3 | $587K | Buy |
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|
2016
Q2 | $498K | Sell |
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|
2016
Q1 | $542K | Buy |
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|
2015
Q4 | $514K | Buy |
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|
2015
Q3 | $264K | Buy |
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|
2015
Q2 | $206K | Buy |
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