Mid Atlantic Financial 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $891K | Sell |
9,614
-291
| -3% | -$27K | 0.06% | 287 |
|
2021
Q2 | $896K | Buy |
9,905
+3,790
| +62% | +$343K | 0.06% | 280 |
|
2021
Q1 | $517K | Buy |
+6,115
| New | +$517K | 0.04% | 422 |
|
2020
Q3 | – | Sell |
-4,044
| Closed | -$231K | – | 791 |
|
2020
Q2 | $231K | Buy |
+4,044
| New | +$231K | 0.02% | 578 |
|
2020
Q1 | – | Sell |
-4,938
| Closed | -$377K | – | 767 |
|
2019
Q4 | $377K | Sell |
4,938
-204
| -4% | -$15.6K | 0.04% | 473 |
|
2019
Q3 | $360K | Buy |
5,142
+743
| +17% | +$52K | 0.04% | 443 |
|
2019
Q2 | $304K | Sell |
4,399
-322
| -7% | -$22.3K | 0.03% | 516 |
|
2019
Q1 | $305K | Sell |
4,721
-792
| -14% | -$51.2K | 0.03% | 506 |
|
2018
Q4 | $327K | Buy |
+5,513
| New | +$327K | 0.04% | 451 |
|