Crewe Advisors’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
Q4 | – | Sell |
-2
| Closed | -$220 | – | 803 |
|
|
2024
Q3 | $220 | Sell |
2
-3
| -60% | -$330 | ﹤0.01% | 691 |
|
|
2024
Q2 | $500 | Sell |
5
-2,165
| -100% | -$217K | ﹤0.01% | 917 |
|
|
2024
Q1 | $222K | Buy |
2,170
+2,165
| +43,300% | +$222K | 0.03% | 158 |
|
|
2023
Q4 | $462 | Hold |
5
| – | – | ﹤0.01% | 330 |
|
|
2023
Q3 | $402 | Buy |
+5
| New | +$402 | ﹤0.01% | 402 |
|