HHM Wealth Advisors’s Vanguard Financials ETF VFH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-5,355
Closed -$413K 819
2022
Q2
$413K Hold
5,355
0.11% 73
2022
Q1
$500K Buy
5,355
+1,355
+34% +$127K 0.12% 70
2021
Q4
$386K Buy
4,000
+2,000
+100% +$193K 0.09% 84
2021
Q3
$185K Buy
+2,000
New +$185K 0.05% 134