Laurel Wealth Advisors (California)’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 | $674K | Sell |
8,150
-13
| -0.2% | -$1.08K | 0.07% | 299 |
|
|
2022
Q3 | $607K | Hold |
8,163
| – | – | 0.06% | 307 |
|
|
2022
Q2 | $630K | Hold |
8,163
| – | – | 0.06% | 308 |
|
|
2022
Q1 | $762K | Sell |
8,163
-759
| -9% | -$70.9K | 0.06% | 301 |
|
|
2021
Q4 | $862K | Buy |
+8,922
| New | +$862K | 0.07% | 301 |
|
|
2020
Q1 | – | Sell |
-20,792
| Closed | -$1.59M | – | 425 |
|
|
2019
Q4 | $1.59M | Buy |
20,792
+5,828
| +39% | +$445K | 0.27% | 97 |
|
|
2019
Q3 | $1.05M | Buy |
+14,964
| New | +$1.05M | 0.18% | 144 |
|