Golden State Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-85
| Closed | -$10.1K | – | 1644 |
|
|
2024
Q4 | $10.1K | Buy |
+85
| New | +$10.1K | ﹤0.01% | 964 |
|
|
2020
Q2 | – | Sell |
-775
| Closed | -$39K | – | 867 |
|
|
2020
Q1 | $39K | Buy |
+775
| New | +$39K | 0.02% | 401 |
|
|
2019
Q4 | – | Sell |
-1,337
| Closed | -$94K | – | 895 |
|
|
2019
Q3 | $94K | Sell |
1,337
-1,036
| -44% | -$72.8K | 0.03% | 325 |
|
|
2019
Q2 | $163K | Sell |
2,373
-97
| -4% | -$6.66K | 0.05% | 249 |
|
|
2019
Q1 | $159K | Buy |
+2,470
| New | +$159K | 0.05% | 251 |
|