Milestone Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,256
| Closed | -$269K | – | 71 |
|
|
2022
Q4 | $269K | Sell |
3,256
-7,411
| -69% | -$613K | 0.2% | 59 |
|
|
2022
Q3 | $794K | Buy |
+10,667
| New | +$794K | 0.6% | 30 |
|
|
2022
Q2 | – | Sell |
-19,939
| Closed | -$1.86M | – | 81 |
|
|
2022
Q1 | $1.86M | Buy |
19,939
+6,595
| +49% | +$616K | 1% | 26 |
|
|
2021
Q4 | $1.29M | Buy |
13,344
+4,650
| +53% | +$449K | 0.65% | 31 |
|
|
2021
Q3 | $805K | Hold |
8,694
| – | – | 0.47% | 37 |
|
|
2021
Q2 | $786K | Buy |
+8,694
| New | +$786K | 0.41% | 39 |
|