Householder Group Estate & Retirement Specialist’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
Q4 | – | Sell |
-538
| Closed | -$59K | – | 1195 |
|
|
2024
Q3 | $59K | Hold |
538
| – | – | 0.02% | 454 |
|
|
2024
Q2 | $53K | Sell |
538
-242
| -31% | -$23.8K | 0.01% | 461 |
|
|
2024
Q1 | $79.9K | Hold |
780
| – | – | 0.02% | 389 |
|
|
2023
Q4 | $71K | Hold |
780
| – | – | 0.02% | 397 |
|
|
2023
Q3 | $62.7K | Buy |
+780
| New | +$62.7K | 0.02% | 401 |
|
|
2023
Q1 | $27K | Buy |
+351
| New | +$27K | 0.01% | 579 |
|
|
2022
Q4 | – | Sell |
-1,403
| Closed | -$104K | – | 1111 |
|
|
2022
Q3 | $104K | Buy |
+1,403
| New | +$104K | 0.04% | 266 |
|
|
2022
Q2 | – | Sell |
-7,461
| Closed | -$697K | – | 208 |
|
|
2022
Q1 | $697K | Sell |
7,461
-859
| -10% | -$80.2K | 0.28% | 97 |
|
|
2021
Q4 | $803K | Buy |
+8,320
| New | +$803K | 0.3% | 90 |
|