FRG Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,100
| Closed | -$231K | – | 142 |
|
|
2022
Q3 | $231K | Hold |
3,100
| – | – | 0.06% | 129 |
|
|
2022
Q2 | $239K | Hold |
3,100
| – | – | 0.06% | 130 |
|
|
2022
Q1 | $290K | Hold |
3,100
| – | – | 0.06% | 128 |
|
|
2021
Q4 | $299K | Hold |
3,100
| – | – | 0.06% | 125 |
|
|
2021
Q3 | $287K | Hold |
3,100
| – | – | 0.06% | 119 |
|
|
2021
Q2 | $280K | Hold |
3,100
| – | – | 0.05% | 124 |
|
|
2021
Q1 | $262K | Buy |
+3,100
| New | +$262K | 0.05% | 119 |
|