CT Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $209K | Buy |
3,451
+1,001
| +41% | +$60.5K | 0.13% | 150 |
|
|
2016
Q4 | $145K | Buy |
2,450
+1,403
| +134% | +$83.3K | 0.09% | 167 |
|
|
2016
Q3 | $51.7K | Buy |
1,047
+6
| +0.6% | +$296 | 0.03% | 261 |
|
|
2016
Q2 | $49.3K | Buy |
1,041
+6
| +0.6% | +$284 | 0.03% | 267 |
|
|
2016
Q1 | $48K | Buy |
1,035
+30
| +3% | +$1.39K | 0.03% | 298 |
|
|
2015
Q4 | $48.7K | Hold |
1,005
| – | – | 0.03% | 302 |
|
|
2015
Q3 | $46.5K | Hold |
1,005
| – | – | 0.03% | 303 |
|
|
2015
Q2 | $49.9K | Hold |
1,005
| – | – | 0.03% | 303 |
|
|
2015
Q1 | $49.5K | Hold |
1,005
| – | – | 0.03% | 305 |
|
|
2014
Q4 | $50K | Buy |
+1,005
| New | +$50K | 0.04% | 235 |
|
|
2014
Q1 | $49.5K | Buy |
+1,005
| New | +$49.5K | 0.03% | 305 |
|