CPWM LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.04M | Sell |
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|
2022
Q2 | $1.86M | Buy |
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|
2022
Q1 | $1.21M | Buy |
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|
2021
Q4 | $1.2M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.09M | Hold |
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|
2020
Q4 | $940K | Buy |
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|
2020
Q3 | $747K | Hold |
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|
2020
Q2 | $730K | Buy |
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|
2020
Q1 | $396K | Buy |
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|
2019
Q4 | $577K | Buy |
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|
2019
Q3 | $528K | Hold |
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|
2019
Q2 | $521K | Buy |
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|
2019
Q1 | $487K | Buy |
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|
2018
Q4 | $448K | Sell |
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|
2018
Q3 | $753K | Buy |
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|
2018
Q2 | $728K | Hold |
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|
2018
Q1 | $749K | Buy |
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