Gradient Investments’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
Q1 | – | Sell |
-99
| Closed | -$9.13K | – | 1820 |
|
|
2023
Q4 | $9.13K | Hold |
99
| – | – | ﹤0.01% | 855 |
|
|
2023
Q3 | $7.95K | Hold |
99
| – | – | ﹤0.01% | 846 |
|
|
2023
Q2 | $8.04K | Hold |
99
| – | – | ﹤0.01% | 852 |
|
|
2023
Q1 | $7.71K | Hold |
99
| – | – | ﹤0.01% | 865 |
|
|
2022
Q4 | $8.19K | Sell |
99
-202
| -67% | -$16.7K | ﹤0.01% | 848 |
|
|
2022
Q3 | $22K | Buy |
+301
| New | +$22K | ﹤0.01% | 656 |
|
|
2022
Q1 | – | Sell |
-34
| Closed | -$3K | – | 1348 |
|
|
2021
Q4 | $3K | Buy |
+34
| New | +$3K | ﹤0.01% | 1031 |
|
|
2020
Q3 | – | Sell |
-131
| Closed | -$7K | – | 1228 |
|
|
2020
Q2 | $7K | Hold |
131
| – | – | ﹤0.01% | 700 |
|
|
2020
Q1 | $7K | Hold |
131
| – | – | ﹤0.01% | 725 |
|
|
2019
Q4 | $10K | Hold |
131
| – | – | ﹤0.01% | 706 |
|
|
2019
Q3 | $9K | Hold |
131
| – | – | ﹤0.01% | 693 |
|
|
2019
Q2 | $9K | Hold |
131
| – | – | ﹤0.01% | 686 |
|
|
2019
Q1 | $8K | Hold |
131
| – | – | ﹤0.01% | 595 |
|
|
2018
Q4 | $8K | Buy |
131
+64
| +96% | +$3.91K | ﹤0.01% | 638 |
|
|
2018
Q3 | $5K | Buy |
+67
| New | +$5K | ﹤0.01% | 753 |
|
|
2017
Q2 | – | Sell |
-348
| Closed | -$21K | – | 911 |
|
|
2017
Q1 | $21K | Buy |
348
+241
| +225% | +$14.5K | ﹤0.01% | 393 |
|
|
2016
Q4 | $6K | Sell |
107
-108
| -50% | -$6.06K | ﹤0.01% | 537 |
|
|
2016
Q3 | $11K | Buy |
+215
| New | +$11K | ﹤0.01% | 443 |
|