JT Stratford LLC’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
Q2 | – | Sell |
-18,150
| Closed | -$1.7M | – | 232 |
|
|
2022
Q1 | $1.7M | Buy |
18,150
+854
| +5% | +$79.8K | 0.5% | 59 |
|
|
2021
Q4 | $1.67M | Buy |
17,296
+213
| +1% | +$20.6K | 0.46% | 61 |
|
|
2021
Q3 | $1.58M | Buy |
17,083
+494
| +3% | +$45.8K | 0.49% | 55 |
|
|
2021
Q2 | $1.5M | Buy |
16,589
+2,045
| +14% | +$185K | 0.48% | 58 |
|
|
2021
Q1 | $1.23M | Buy |
+14,544
| New | +$1.23M | 0.43% | 60 |
|