Keystone Financial Group (Kentucky)’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 | $251K | Buy |
3,037
+326
| +12% | +$27K | 0.05% | 237 |
|
2022
Q3 | $202K | Buy |
2,711
+2
| +0.1% | +$149 | 0.04% | 262 |
|
2022
Q2 | $209K | Sell |
2,709
-442
| -14% | -$34.1K | 0.04% | 266 |
|
2022
Q1 | $294K | Buy |
3,151
+674
| +27% | +$62.9K | 0.05% | 229 |
|
2021
Q4 | $239K | Buy |
+2,477
| New | +$239K | 0.04% | 268 |
|
2018
Q2 | – | Sell |
-4,113
| Closed | -$280K | – | 179 |
|
2018
Q1 | $280K | Buy |
4,113
+414
| +11% | +$28.2K | 0.16% | 116 |
|
2017
Q4 | $263K | Buy |
+3,699
| New | +$263K | 0.16% | 100 |
|