Mark Sheptoff Financial Planning’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-250
| Closed | -$23K | – | 427 |
|
|
2021
Q2 | $23K | Hold |
250
| – | – | 0.01% | 257 |
|
|
2021
Q1 | $21K | Buy |
+250
| New | +$21K | 0.01% | 230 |
|
|
2019
Q3 | – | Sell |
-44
| Closed | -$3K | – | 391 |
|
|
2019
Q2 | $3K | Hold |
44
| – | – | ﹤0.01% | 315 |
|
|
2019
Q1 | $3K | Buy |
+44
| New | +$3K | ﹤0.01% | 317 |
|