Lake Point Wealth Management’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
Q1 | – | Sell |
-60
| Closed | -$6K | – | 488 |
|
|
2021
Q4 | $6K | Hold |
60
| – | – | ﹤0.01% | 246 |
|
|
2021
Q3 | $6K | Hold |
60
| – | – | ﹤0.01% | 231 |
|
|
2021
Q2 | $5K | Buy |
+60
| New | +$5K | ﹤0.01% | 254 |
|
|
2020
Q1 | $5K | Buy |
+103
| New | +$5K | ﹤0.01% | 167 |
|
|
2019
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 692 |
|
|
2019
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 866 |
|
|
2018
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 858 |
|