Jackson Grant Investment Advisers’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
Q4 | – | Sell |
-240
| Closed | -$18K | – | 343 |
|
|
2022
Q3 | $18K | Buy |
240
+1
| +0.4% | +$75 | 0.01% | 268 |
|
|
2022
Q2 | $18K | Hold |
239
| – | – | 0.01% | 275 |
|
|
2022
Q1 | $22K | Buy |
+239
| New | +$22K | 0.01% | 272 |
|
|
2021
Q4 | – | Sell |
-239
| Closed | -$22K | – | 322 |
|
|
2021
Q3 | $22K | Hold |
239
| – | – | 0.01% | 280 |
|
|
2021
Q2 | $22K | Hold |
239
| – | – | 0.01% | 286 |
|
|
2021
Q1 | $20K | Hold |
239
| – | – | 0.01% | 291 |
|
|
2020
Q4 | $17K | Buy |
+239
| New | +$17K | 0.01% | 275 |
|