Intellectus Partners’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
Q2 | – | Sell |
-106
| Closed | -$7K | – | 393 |
|
2019
Q1 | $7K | Buy |
+106
| New | +$7K | ﹤0.01% | 377 |
|
2018
Q4 | – | Sell |
-806
| Closed | -$56K | – | 502 |
|
2018
Q3 | $56K | Hold |
806
| – | – | 0.02% | 326 |
|
2018
Q2 | $55K | Hold |
806
| – | – | 0.02% | 327 |
|
2018
Q1 | $56K | Hold |
806
| – | – | 0.02% | 323 |
|
2017
Q4 | $56K | Hold |
806
| – | – | 0.02% | 319 |
|
2017
Q3 | $53K | Hold |
806
| – | – | 0.02% | 376 |
|
2017
Q2 | $51K | Hold |
806
| – | – | 0.02% | 365 |
|
2017
Q1 | $49K | Buy |
806
+57
| +8% | +$3.47K | 0.02% | 337 |
|
2016
Q4 | $44K | Buy |
+749
| New | +$44K | 0.02% | 342 |
|