CAM
Cypress Asset Management’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,600
| Closed | -$250K | – | 172 |
|
|
2018
Q3 | $250K | Hold |
3,600
| – | – | 0.07% | 162 |
|
|
2018
Q2 | $243K | Hold |
3,600
| – | – | 0.07% | 162 |
|
|
2018
Q1 | $250K | Hold |
3,600
| – | – | 0.07% | 156 |
|
|
2017
Q4 | $252K | Hold |
3,600
| – | – | 0.05% | 170 |
|
|
2017
Q3 | $235K | Hold |
3,600
| – | – | 0.05% | 178 |
|
|
2017
Q2 | $225K | Hold |
3,600
| – | – | 0.05% | 184 |
|
|
2017
Q1 | $218K | Hold |
3,600
| – | – | 0.04% | 203 |
|
|
2016
Q4 | $214K | Buy |
+3,600
| New | +$214K | 0.04% | 204 |
|