Marks Wealth’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
Q2
Sell
-83,809
Closed -$7.83M 31
2022
Q1
$7.83M Sell
83,809
-282,192
-77% -$26.4M 2.38% 13
2021
Q4
$35.3M Buy
+366,001
New +$35.3M 11.04% 3