Cornerstone Advisory’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
Q1
Sell
-611
Closed -$59K 766
2021
Q4
$59K Buy
+611
New +$59K 0.01% 399
2019
Q4
Sell
-3,200
Closed -$224K 172
2019
Q3
$224K Hold
3,200
0.05% 146
2019
Q2
$221K Hold
3,200
0.05% 144
2019
Q1
$207K Sell
3,200
-200
-6% -$12.9K 0.05% 148
2018
Q4
$202K Buy
+3,400
New +$202K 0.05% 139