Financial Synergies Wealth Advisors’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-430
| Closed | -$44K | – | 457 |
|
|
2024
Q1 | $44K | Sell |
430
-31
| -7% | -$3.17K | 0.01% | 136 |
|
|
2023
Q4 | $38.1K | Buy |
461
+31
| +7% | +$2.57K | 0.01% | 104 |
|
|
2023
Q3 | $34.5K | Hold |
430
| – | – | 0.01% | 139 |
|
|
2023
Q2 | $34.9K | Sell |
430
-31
| -7% | -$2.52K | ﹤0.01% | 128 |
|
|
2023
Q1 | $35.9K | Hold |
461
| – | – | 0.01% | 131 |
|
|
2022
Q4 | $38.1K | Hold |
461
| – | – | 0.01% | 104 |
|
|
2022
Q3 | $34.3K | Buy |
+461
| New | +$34.3K | 0.01% | 105 |
|