Mittelman 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
2024
Q3
Sell
-11,953
Closed -$1.19M 70
2024
Q2
$1.19M Sell
11,953
-1,012
-8% -$101K 0.77% 32
2024
Q1
$1.33M Buy
+12,965
New +$1.33M 0.9% 29