Montis Financial’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $312K | Hold |
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|
2023
Q2 | $315K | Hold |
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|
2023
Q1 | $302K | Buy |
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|
2022
Q4 | $308K | Hold |
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|
2022
Q3 | $277K | Hold |
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|
2022
Q2 | $288K | Hold |
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|
2022
Q1 | $348K | Hold |
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|
2021
Q4 | $360K | Hold |
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|
2021
Q3 | $348K | Buy |
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|
2021
Q2 | $300K | Buy |
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|
2021
Q1 | $215K | Buy |
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