Lenox Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $20K | Sell |
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|
2021
Q4 | $36K | Hold |
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|
2021
Q3 | $34K | Buy |
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|
2021
Q2 | $27K | Hold |
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|
2021
Q1 | $25K | Hold |
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|
2020
Q4 | $22K | Hold |
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|
2020
Q3 | $18K | Sell |
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|
2020
Q2 | $34K | Hold |
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|
2020
Q1 | $30K | Sell |
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|
2019
Q4 | $135K | Hold |
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|
2019
Q3 | $123K | Hold |
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|
2019
Q2 | $122K | Sell |
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|
2019
Q1 | $198K | Sell |
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|
2018
Q4 | $263K | Sell |
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|
2018
Q3 | $328K | Sell |
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|
2018
Q2 | $352K | Sell |
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|
2018
Q1 | $626K | Buy |
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|
2017
Q4 | $273K | Buy |
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