Joel Isaacson & Co’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-370
| Closed | -$22K | – | 518 |
|
2016
Q4 | $22K | Hold |
370
| – | – | ﹤0.01% | 420 |
|
2016
Q3 | $18K | Hold |
370
| – | – | ﹤0.01% | 481 |
|
2016
Q2 | $18K | Hold |
370
| – | – | ﹤0.01% | 482 |
|
2016
Q1 | $17K | Hold |
370
| – | – | ﹤0.01% | 508 |
|
2015
Q4 | $18K | Hold |
370
| – | – | ﹤0.01% | 482 |
|
2015
Q3 | $17K | Buy |
+370
| New | +$17K | ﹤0.01% | 509 |
|