Marino Stram & Associates’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-810
| Closed | -$52K | – | 549 |
|
|
2019
Q1 | $52K | Sell |
810
-1,678
| -67% | -$108K | 0.04% | 159 |
|
|
2018
Q4 | $48K | Hold |
2,488
| – | – | 0.04% | 152 |
|
|
2018
Q3 | $173K | Sell |
2,488
-340
| -12% | -$23.6K | 0.14% | 84 |
|
|
2018
Q2 | $191K | Hold |
2,828
| – | – | 0.17% | 81 |
|
|
2018
Q1 | $196K | Buy |
2,828
+665
| +31% | +$46.1K | 0.18% | 81 |
|
|
2017
Q4 | $151K | Buy |
+2,163
| New | +$151K | 0.14% | 90 |
|