Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-52,257
| Closed | -$5.05M | – | 235 |
|
|
2021
Q4 | $5.05M | Buy |
52,257
+6,001
| +13% | +$579K | 0.37% | 42 |
|
|
2021
Q3 | $4.29M | Hold |
46,256
| – | – | 0.36% | 44 |
|
|
2021
Q2 | $4.18M | Buy |
46,256
+2,656
| +6% | +$240K | 0.36% | 50 |
|
|
2021
Q1 | $3.68M | Buy |
43,600
+18,500
| +74% | +$1.56M | 0.42% | 47 |
|
|
2020
Q4 | $1.83M | Buy |
25,100
+1
| +0% | +$73 | 0.2% | 78 |
|
|
2020
Q3 | $1.47M | Sell |
25,099
-28,000
| -53% | -$1.64M | 0.22% | 67 |
|
|
2020
Q2 | $3.04M | Buy |
+53,099
| New | +$3.04M | 0.48% | 45 |
|
|
2020
Q1 | – | Sell |
-55,697
| Closed | -$4.25M | – | 205 |
|
|
2019
Q4 | $4.25M | Buy |
55,697
+17,601
| +46% | +$1.34M | 0.82% | 35 |
|
|
2019
Q3 | $2.67M | Buy |
+38,096
| New | +$2.67M | 0.54% | 47 |
|
|
2019
Q2 | – | Sell |
-24,095
| Closed | -$1.56M | – | 218 |
|
|
2019
Q1 | $1.56M | Buy |
+24,095
| New | +$1.56M | 0.29% | 68 |
|