Financial Advocates Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,488
| Closed | -$225K | – | 796 |
|
|
2021
Q2 | $225K | Buy |
+2,488
| New | +$225K | 0.02% | 662 |
|
|
2020
Q1 | – | Sell |
-4,199
| Closed | -$336K | – | 538 |
|
|
2019
Q4 | $336K | Sell |
4,199
-212
| -5% | -$17K | 0.04% | 376 |
|
|
2019
Q3 | $325K | Sell |
4,411
-1,969
| -31% | -$145K | 0.04% | 363 |
|
|
2019
Q2 | $440K | Sell |
6,380
-514
| -7% | -$35.4K | 0.05% | 307 |
|
|
2019
Q1 | $445K | Buy |
6,894
+235
| +4% | +$15.2K | 0.06% | 291 |
|
|
2018
Q4 | $396K | Sell |
6,659
-1,491
| -18% | -$88.7K | 0.05% | 283 |
|
|
2018
Q3 | $565K | Buy |
8,150
+2,204
| +37% | +$153K | 0.06% | 267 |
|
|
2018
Q2 | $403K | Buy |
5,946
+1,322
| +29% | +$89.6K | 0.05% | 303 |
|
|
2018
Q1 | $321K | Buy |
+4,624
| New | +$321K | 0.04% | 357 |
|