HHRDM
H&H Retirement Design & Management’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,366
| Closed | -$223K | – | 86 |
|
|
2023
Q4 | $223K | Buy |
+2,366
| New | +$223K | 0.14% | 57 |
|
|
2023
Q3 | – | Sell |
-2,461
| Closed | -$206K | – | 63 |
|
|
2023
Q2 | $206K | Buy |
+2,461
| New | +$206K | 0.14% | 52 |
|
|
2023
Q1 | – | Sell |
-17,265
| Closed | -$1.51M | – | 95 |
|
|
2022
Q4 | $1.51M | Buy |
17,265
+348
| +2% | +$30.5K | 1.28% | 21 |
|
|
2022
Q3 | $1.29M | Sell |
16,917
-3,002
| -15% | -$229K | 1.22% | 23 |
|
|
2022
Q2 | $1.64M | Sell |
19,919
-3,125
| -14% | -$257K | 1.2% | 24 |
|
|
2022
Q1 | $2.11M | Buy |
23,044
+344
| +2% | +$31.5K | 1.44% | 20 |
|
|
2021
Q4 | $2.11M | Buy |
+22,700
| New | +$2.11M | 1.33% | 20 |
|