MAM
McCarthy Asset Management’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-51
| Closed | -$5K | – | 278 |
|
|
2022
Q1 | $5K | Hold |
51
| – | – | ﹤0.01% | 200 |
|
|
2021
Q4 | $5K | Hold |
51
| – | – | ﹤0.01% | 197 |
|
|
2021
Q3 | $5K | Hold |
51
| – | – | ﹤0.01% | 201 |
|
|
2021
Q2 | $5K | Hold |
51
| – | – | ﹤0.01% | 250 |
|
|
2021
Q1 | $4K | Hold |
51
| – | – | ﹤0.01% | 239 |
|
|
2020
Q4 | $4K | Buy |
+51
| New | +$4K | ﹤0.01% | 213 |
|