HM Capital 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-18,058
| Closed | -$1.07M | – | 37 |
|
2018
Q4 | $1.07M | Buy |
18,058
+1,002
| +6% | +$59.5K | 0.92% | 14 |
|
2018
Q3 | $1.18M | Buy |
17,056
+1,081
| +7% | +$75K | 0.9% | 15 |
|
2018
Q2 | $1.08M | Buy |
15,975
+665
| +4% | +$44.9K | 0.83% | 18 |
|
2018
Q1 | $1.06M | Sell |
15,310
-382
| -2% | -$26.5K | 0.85% | 19 |
|
2017
Q4 | $1.1M | Buy |
15,692
+232
| +2% | +$16.2K | 0.9% | 19 |
|
2017
Q3 | $1.01M | Sell |
15,460
-11
| -0.1% | -$719 | 0.89% | 18 |
|
2017
Q2 | $968K | Buy |
+15,471
| New | +$968K | 0.9% | 17 |
|