FM
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Family Management’s Vanguard Financials ETF VFH Stock Holding History

Family Management’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-4,000
Closed -$229K – 166
2020
Q2 		$229K Hold
4,000
– – 0.09% 124
2020
Q1 		$203K Buy
+4,000
New +$203K 0.1% 119