Costello Asset Management’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-92
| Closed | -$9.19K | – | 201 |
|
|
2024
Q2 | $9.19K | Sell |
92
-100
| -52% | -$9.99K | 0.01% | 133 |
|
|
2024
Q1 | $19.7K | Hold |
192
| – | – | 0.01% | 125 |
|
|
2023
Q4 | $17.7K | Hold |
192
| – | – | 0.01% | 122 |
|
|
2023
Q3 | $15.4K | Hold |
192
| – | – | 0.01% | 127 |
|
|
2023
Q2 | $15.6K | Hold |
192
| – | – | 0.01% | 128 |
|
|
2023
Q1 | $15K | Hold |
192
| – | – | 0.02% | 133 |
|
|
2022
Q4 | $15.9K | Sell |
192
-18
| -9% | -$1.49K | 0.01% | 136 |
|
|
2022
Q3 | $16K | Hold |
210
| – | – | 0.02% | 135 |
|
|
2022
Q2 | $16K | Buy |
210
+192
| +1,067% | +$14.6K | 0.01% | 143 |
|
|
2022
Q1 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 225 |
|