Destiny Wealth Partners’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-75,931
| Closed | -$8.5M | – | 172 |
|
|
2024
Q1 | $8.5M | Sell |
75,931
-10,831
| -12% | -$1.21M | 1.52% | 27 |
|
|
2023
Q4 | $9.04M | Buy |
86,762
+5,697
| +7% | +$593K | 1.7% | 22 |
|
|
2023
Q3 | $7.8M | Buy |
81,065
+6,240
| +8% | +$600K | 1.57% | 24 |
|
|
2023
Q2 | $7.6M | Sell |
74,825
-6,406
| -8% | -$651K | 1.45% | 24 |
|
|
2023
Q1 | $7.99M | Buy |
81,231
+6,717
| +9% | +$661K | 1.65% | 19 |
|
|
2022
Q4 | $7.33M | Sell |
74,514
-6,395
| -8% | -$629K | 1.59% | 21 |
|
|
2022
Q3 | $7.21M | Sell |
80,909
-1,204
| -1% | -$107K | 1.62% | 21 |
|
|
2022
Q2 | $7.91M | Buy |
82,113
+81,921
| +42,667% | +$7.89M | 1.74% | 18 |
|
|
2022
Q1 | $20K | Hold |
192
| – | – | ﹤0.01% | 387 |
|
|
2021
Q4 | $20K | Buy |
+192
| New | +$20K | ﹤0.01% | 391 |
|