JFS Wealth Advisors’s Vanguard Materials ETF VAW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-60
| Closed | -$12.7K | – | 2000 |
|
2024
Q3 | $12.7K | Buy |
+60
| New | +$12.7K | ﹤0.01% | 778 |
|
2023
Q3 | – | Sell |
-26
| Closed | -$4.64K | – | 2006 |
|
2023
Q2 | $4.64K | Hold |
26
| – | – | ﹤0.01% | 1037 |
|
2023
Q1 | $4.54K | Buy |
26
+1
| +4% | +$175 | ﹤0.01% | 1027 |
|
2022
Q4 | $4.33K | Buy |
+25
| New | +$4.33K | ﹤0.01% | 1055 |
|
2020
Q4 | – | Sell |
-28
| Closed | -$4K | – | 625 |
|
2020
Q3 | $4K | Sell |
28
-172
| -86% | -$24.6K | ﹤0.01% | 469 |
|
2020
Q2 | $24K | Buy |
+200
| New | +$24K | 0.01% | 290 |
|