Frisch Financial Group’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
Q4 | – | Sell |
-2,781
| Closed | -$258K | – | 159 |
|
|
2021
Q3 | $258K | Sell |
2,781
-185
| -6% | -$17.2K | 0.09% | 124 |
|
|
2021
Q2 | $268K | Buy |
2,966
+11
| +0.4% | +$994 | 0.08% | 123 |
|
|
2021
Q1 | $250K | Buy |
2,955
+12
| +0.4% | +$1.02K | 0.08% | 123 |
|
|
2020
Q4 | $214K | Buy |
+2,943
| New | +$214K | 0.08% | 124 |
|
|
2020
Q1 | – | Sell |
-3,278
| Closed | -$250K | – | 121 |
|
|
2019
Q4 | $250K | Buy |
3,278
+39
| +1% | +$2.97K | 0.12% | 98 |
|
|
2019
Q3 | $227K | Hold |
3,239
| – | – | 0.14% | 90 |
|
|
2019
Q2 | $224K | Sell |
3,239
-169
| -5% | -$11.7K | 0.15% | 89 |
|
|
2019
Q1 | $220K | Buy |
+3,408
| New | +$220K | 0.13% | 97 |
|