McDonald Partners’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
Q3 | – | Sell |
-4,522
| Closed | -$349K | – | 282 |
|
|
2022
Q2 | $349K | Sell |
4,522
-249
| -5% | -$19.2K | 0.09% | 216 |
|
|
2022
Q1 | $446K | Sell |
4,771
-23,375
| -83% | -$2.19M | 0.1% | 214 |
|
|
2021
Q4 | $2.72M | Buy |
28,146
+24,852
| +754% | +$2.4M | 2.52% | 11 |
|
|
2021
Q3 | $305K | Hold |
3,294
| – | – | 0.07% | 247 |
|
|
2021
Q2 | $298K | Hold |
3,294
| – | – | 0.07% | 247 |
|
|
2021
Q1 | $278K | Hold |
3,294
| – | – | 0.07% | 243 |
|
|
2020
Q4 | $240K | Buy |
+3,294
| New | +$240K | 0.07% | 244 |
|