IPW
IronBridge Private Wealth’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-19
| Closed | -$2K | – | 331 |
|
|
2021
Q3 | $2K | Hold |
19
| – | – | ﹤0.01% | 249 |
|
|
2021
Q2 | $2K | Sell |
19
-123
| -87% | -$12.9K | ﹤0.01% | 253 |
|
|
2021
Q1 | $12K | Sell |
142
-91,146
| -100% | -$7.7M | 0.01% | 137 |
|
|
2020
Q4 | $6.65M | Buy |
+91,288
| New | +$6.65M | 4.91% | 5 |
|