Dixon Hubard Feinour & Brown’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
Q2 | – | Sell |
-19,280
| Closed | -$1.17M | – | 190 |
|
|
2017
Q1 | $1.17M | Hold |
19,280
| – | – | 0.35% | 79 |
|
|
2016
Q4 | $1.14M | Sell |
19,280
-85
| -0.4% | -$5.04K | 0.36% | 77 |
|
|
2016
Q3 | $956K | Buy |
+19,365
| New | +$956K | 0.3% | 90 |
|
|
2016
Q1 | – | Sell |
-18,720
| Closed | -$907K | – | 183 |
|
|
2015
Q4 | $907K | Buy |
+18,720
| New | +$907K | 0.29% | 88 |
|
|
2015
Q3 | – | Sell |
-88,579
| Closed | -$4.4M | – | 190 |
|
|
2015
Q2 | $4.4M | Sell |
88,579
-3,700
| -4% | -$184K | 1.36% | 30 |
|
|
2015
Q1 | $4.55M | Sell |
92,279
-20,680
| -18% | -$1.02M | 1.34% | 29 |
|
|
2014
Q4 | $5.62M | Buy |
112,959
+17,970
| +19% | +$893K | 1.75% | 12 |
|
|
2014
Q3 | $4.41M | Sell |
94,989
-1,720
| -2% | -$79.9K | 1.45% | 24 |
|
|
2014
Q2 | $4.49M | Sell |
96,709
-2,735
| -3% | -$127K | 1.46% | 24 |
|
|
2014
Q1 | $4.53M | Sell |
99,444
-14,361
| -13% | -$654K | 1.57% | 20 |
|
|
2013
Q4 | $5.06M | Buy |
113,805
+11,150
| +11% | +$495K | 1.87% | 13 |
|
|
2013
Q3 | $4.19M | Buy |
102,655
+11,855
| +13% | +$484K | 1.78% | 19 |
|
|
2013
Q2 | $3.62M | Buy |
+90,800
| New | +$3.62M | 1.62% | 22 |
|