JPLA
Joseph P. Lucia & Associates’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Sell |
2,171
-235
| -10% | -$29.9K | 0.11% | 124 |
|
|
2025
Q1 | $287K | Hold |
2,406
| – | – | 0.13% | 112 |
|
|
2024
Q4 | $284K | Hold |
2,406
| – | – | 0.13% | 105 |
|
|
2024
Q3 | $264K | Hold |
2,406
| – | – | 0.12% | 105 |
|
|
2024
Q2 | $240K | Hold |
2,406
| – | – | 0.12% | 105 |
|
|
2024
Q1 | $246K | Buy |
2,406
+11
| +0.5% | +$1.13K | 0.13% | 104 |
|
|
2023
Q4 | $221K | Buy |
+2,395
| New | +$221K | 0.14% | 104 |
|
|
2023
Q2 | – | Sell |
-2,645
| Closed | -$206K | – | 121 |
|
|
2023
Q1 | $206K | Hold |
2,645
| – | – | 0.14% | 113 |
|
|
2022
Q4 | $219K | Sell |
2,645
-215
| -8% | -$17.8K | 0.16% | 103 |
|
|
2022
Q3 | $213K | Buy |
2,860
+135
| +5% | +$10.1K | 0.17% | 101 |
|
|
2022
Q2 | $210K | Hold |
2,725
| – | – | 0.15% | 98 |
|
|
2022
Q1 | $254K | Hold |
2,725
| – | – | 0.15% | 100 |
|
|
2021
Q4 | $263K | Hold |
2,725
| – | – | 0.17% | 105 |
|
|
2021
Q3 | $252K | Hold |
2,725
| – | – | 0.15% | 115 |
|
|
2021
Q2 | $246K | Hold |
2,725
| – | – | 0.15% | 113 |
|
|
2021
Q1 | $230K | Sell |
2,725
-130
| -5% | -$11K | 0.1% | 109 |
|
|
2020
Q4 | $208K | Buy |
+2,855
| New | +$208K | 0.15% | 100 |
|
|
2020
Q3 | – | Sell |
-2,820
| Closed | -$161K | – | 441 |
|
|
2020
Q2 | $161K | Buy |
2,820
+250
| +10% | +$14.3K | 0.14% | 98 |
|
|
2020
Q1 | $130K | Hold |
2,570
| – | – | 0.14% | 100 |
|
|
2019
Q4 | $196K | Buy |
2,570
+210
| +9% | +$16K | 0.18% | 95 |
|
|
2019
Q3 | $165K | Buy |
2,360
+95
| +4% | +$6.64K | 0.17% | 98 |
|
|
2019
Q2 | $156K | Sell |
2,265
-167,841
| -99% | -$11.6M | 0.16% | 94 |
|
|
2019
Q1 | $2.55K | Buy |
+170,106
| New | +$2.55K | 0.19% | 77 |
|