LBA Wealth Management’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $220K | Sell |
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|
2016
Q4 | $222K | Hold |
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|
2016
Q3 | $185K | Buy |
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|
2016
Q2 | $146K | Sell |
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|
2016
Q1 | $168K | Sell |
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|
2015
Q4 | $202K | Hold |
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|
2015
Q3 | $193K | Buy |
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|
2015
Q2 | $144K | Hold |
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|
2015
Q1 | $143K | Buy |
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|
2014
Q4 | $124K | Buy |
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|
2014
Q3 | $56K | Hold |
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|
2014
Q2 | $56K | Buy |
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|
2014
Q1 | $52K | Hold |
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|
2013
Q4 | $51K | Buy |
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