Mascoma Wealth Management’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-84
| Closed | -$8.39K | – | 499 |
|
|
2024
Q2 | $8.39K | Hold |
84
| – | – | ﹤0.01% | 352 |
|
|
2024
Q1 | $8.6K | Hold |
84
| – | – | ﹤0.01% | 332 |
|
|
2023
Q4 | $7.75K | Hold |
84
| – | – | ﹤0.01% | 341 |
|
|
2023
Q3 | $6.75K | Hold |
84
| – | – | ﹤0.01% | 362 |
|
|
2023
Q2 | $7.16K | Hold |
84
| – | – | ﹤0.01% | 350 |
|
|
2023
Q1 | $6.69K | Hold |
84
| – | – | ﹤0.01% | 448 |
|
|
2022
Q4 | $6.95K | Hold |
84
| – | – | ﹤0.01% | 447 |
|
|
2022
Q3 | $6K | Hold |
84
| – | – | ﹤0.01% | 462 |
|
|
2022
Q2 | $6K | Hold |
84
| – | – | ﹤0.01% | 486 |
|
|
2022
Q1 | $8K | Hold |
84
| – | – | ﹤0.01% | 473 |
|
|
2021
Q4 | $8K | Buy |
+84
| New | +$8K | ﹤0.01% | 424 |
|
|
2017
Q4 | – | Sell |
-530
| Closed | -$35K | – | 422 |
|
|
2017
Q3 | $35K | Hold |
530
| – | – | 0.02% | 175 |
|
|
2017
Q2 | $33K | Hold |
530
| – | – | 0.02% | 189 |
|
|
2017
Q1 | $32K | Hold |
530
| – | – | 0.02% | 180 |
|
|
2016
Q4 | $31K | Buy |
+530
| New | +$31K | 0.02% | 177 |
|