Hennion & Walsh Asset Management’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,690
| Closed | -$453K | – | 809 |
|
|
2021
Q4 | $453K | Buy |
4,690
+321
| +7% | +$31K | 0.02% | 554 |
|
|
2021
Q3 | $405K | Hold |
4,369
| – | – | 0.02% | 551 |
|
|
2021
Q2 | $395K | Sell |
4,369
-142
| -3% | -$12.8K | 0.02% | 559 |
|
|
2021
Q1 | $381K | Buy |
+4,511
| New | +$381K | 0.02% | 545 |
|