Dynamic Advisor Solutions’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,528
| Closed | -$652K | – | 1006 |
|
|
2024
Q2 | $652K | Sell |
6,528
-48
| -0.7% | -$4.79K | 0.02% | 562 |
|
|
2024
Q1 | $673K | Buy |
6,576
+183
| +3% | +$18.7K | 0.02% | 534 |
|
|
2023
Q4 | $589K | Sell |
6,393
-575
| -8% | -$53K | 0.02% | 535 |
|
|
2023
Q3 | $560K | Buy |
6,968
+59
| +0.9% | +$4.74K | 0.03% | 488 |
|
|
2023
Q2 | $561K | Buy |
+6,909
| New | +$561K | 0.03% | 458 |
|