Doyle Wealth Management’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $720K | Hold |
9,677
| – | – | 0.06% | 114 |
|
|
2022
Q2 | $747K | Buy |
9,677
+36
| +0.4% | +$2.78K | 0.06% | 117 |
|
|
2022
Q1 | $900K | Buy |
9,641
+7
| +0.1% | +$653 | 0.06% | 119 |
|
|
2021
Q4 | $930K | Buy |
9,634
+392
| +4% | +$37.8K | 0.07% | 117 |
|
|
2021
Q3 | $856K | Sell |
9,242
-973
| -10% | -$90.1K | 0.07% | 117 |
|
|
2021
Q2 | $924K | Sell |
10,215
-19
| -0.2% | -$1.72K | 0.08% | 115 |
|
|
2021
Q1 | $865K | Buy |
10,234
+20
| +0.2% | +$1.69K | 0.08% | 113 |
|
|
2020
Q4 | $744K | Sell |
10,214
-357
| -3% | -$26K | 0.08% | 112 |
|
|
2020
Q3 | $618K | Buy |
10,571
+1,995
| +23% | +$117K | 0.07% | 111 |
|
|
2020
Q2 | $491K | Sell |
8,576
-1,206
| -12% | -$69K | 0.06% | 117 |
|
|
2020
Q1 | $496K | Buy |
9,782
+91
| +0.9% | +$4.61K | 0.08% | 105 |
|
|
2019
Q4 | $739K | Buy |
9,691
+34
| +0.4% | +$2.59K | 0.09% | 97 |
|
|
2019
Q3 | $676K | Sell |
9,657
-654
| -6% | -$45.8K | 0.09% | 99 |
|
|
2019
Q2 | $712K | Buy |
10,311
+19
| +0.2% | +$1.31K | 0.1% | 91 |
|
|
2019
Q1 | $709K | Buy |
10,292
+1,310
| +15% | +$90.2K | 0.1% | 90 |
|
|
2018
Q4 | $533K | Buy |
8,982
+1,609
| +22% | +$95.5K | 0.09% | 95 |
|
|
2018
Q3 | $511K | Buy |
7,373
+54
| +0.7% | +$3.74K | 0.08% | 107 |
|
|
2018
Q2 | $494K | Hold |
7,319
| – | – | 0.08% | 109 |
|
|
2018
Q1 | $508K | Buy |
7,319
+215
| +3% | +$14.9K | 0.09% | 99 |
|
|
2017
Q4 | $498K | Buy |
7,104
+139
| +2% | +$9.74K | 0.08% | 99 |
|
|
2017
Q3 | $455K | Buy |
6,965
+46
| +0.7% | +$3.01K | 0.08% | 97 |
|
|
2017
Q2 | $433K | Sell |
6,919
-18
| -0.3% | -$1.13K | 0.08% | 96 |
|
|
2017
Q1 | $419K | Buy |
+6,937
| New | +$419K | 0.09% | 90 |
|