Edge 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
Q1 | – | Sell |
-465
| Closed | -$45K | – | 442 |
|
2021
Q4 | $45K | Hold |
465
| – | – | 0.01% | 186 |
|
2021
Q3 | $43K | Hold |
465
| – | – | 0.01% | 194 |
|
2021
Q2 | $42K | Hold |
465
| – | – | 0.01% | 201 |
|
2021
Q1 | $39K | Hold |
465
| – | – | 0.01% | 209 |
|
2020
Q4 | $34K | Hold |
465
| – | – | 0.01% | 207 |
|
2020
Q3 | $27K | Hold |
465
| – | – | 0.01% | 240 |
|
2020
Q2 | $27K | Hold |
465
| – | – | 0.01% | 323 |
|
2020
Q1 | $24K | Hold |
465
| – | – | 0.01% | 294 |
|
2019
Q4 | $35K | Hold |
465
| – | – | 0.01% | 283 |
|
2019
Q3 | $32K | Hold |
465
| – | – | 0.01% | 291 |
|
2019
Q2 | $32K | Hold |
465
| – | – | 0.01% | 298 |
|
2019
Q1 | $30K | Hold |
465
| – | – | 0.01% | 285 |
|
2018
Q4 | $28K | Hold |
465
| – | – | 0.01% | 295 |
|
2018
Q3 | $32K | Hold |
465
| – | – | 0.01% | 305 |
|
2018
Q2 | $31K | Hold |
465
| – | – | 0.01% | 299 |
|
2018
Q1 | $32K | Hold |
465
| – | – | 0.01% | 259 |
|
2017
Q4 | $32K | Hold |
465
| – | – | 0.01% | 265 |
|
2017
Q3 | $30K | Hold |
465
| – | – | 0.01% | 266 |
|
2017
Q2 | $29K | Hold |
465
| – | – | 0.01% | 255 |
|
2017
Q1 | $28K | Hold |
465
| – | – | 0.01% | 256 |
|
2016
Q4 | $28K | Hold |
465
| – | – | 0.01% | 236 |
|
2016
Q3 | $23K | Hold |
465
| – | – | 0.01% | 261 |
|
2016
Q2 | $22K | Hold |
465
| – | – | 0.01% | 244 |
|
2016
Q1 | $22K | Hold |
465
| – | – | 0.01% | 226 |
|
2015
Q4 | $23K | Hold |
465
| – | – | 0.01% | 231 |
|
2015
Q3 | $21K | Hold |
465
| – | – | 0.01% | 235 |
|
2015
Q2 | $23K | Hold |
465
| – | – | 0.01% | 243 |
|
2015
Q1 | $23K | Hold |
465
| – | – | 0.01% | 243 |
|
2014
Q4 | $23K | Hold |
465
| – | – | 0.01% | 246 |
|
2014
Q3 | $22K | Hold |
465
| – | – | 0.01% | 251 |
|
2014
Q2 | $22K | Hold |
465
| – | – | 0.01% | 241 |
|
2014
Q1 | $21K | Hold |
465
| – | – | 0.01% | 236 |
|
2013
Q4 | $21K | Hold |
465
| – | – | 0.01% | 220 |
|
2013
Q3 | $19K | Hold |
465
| – | – | 0.01% | 203 |
|
2013
Q2 | $19K | Buy |
+465
| New | +$19K | 0.01% | 191 |
|