Mosaic Family Wealth’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
Q4 | $246K | Buy |
2,552
+28
| +1% | +$2.7K | 0.06% | 150 |
|
|
2021
Q3 | $234K | Sell |
2,524
-1,448
| -36% | -$134K | 0.06% | 154 |
|
|
2021
Q2 | $359K | Buy |
3,972
+11
| +0.3% | +$994 | 0.1% | 115 |
|
|
2021
Q1 | $335K | Buy |
+3,961
| New | +$335K | 0.1% | 111 |
|
|
2019
Q2 | – | Sell |
-2,003
| Closed | -$129K | – | 585 |
|
|
2019
Q1 | $129K | Hold |
2,003
| – | – | 0.05% | 198 |
|
|
2018
Q4 | $119K | Hold |
2,003
| – | – | 0.05% | 201 |
|
|
2018
Q3 | $134K | Sell |
2,003
-9,252
| -82% | -$619K | 0.05% | 189 |
|
|
2018
Q2 | $759K | Hold |
11,255
| – | – | 0.29% | 51 |
|
|
2018
Q1 | $782K | Hold |
11,255
| – | – | 0.29% | 51 |
|
|
2017
Q4 | $788K | Buy |
+11,255
| New | +$788K | 0.29% | 54 |
|