NewFocus Financial Group’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-13,307
| Closed | -$1.02M | – | 109 |
|
|
2019
Q4 | $1.02M | Buy |
13,307
+766
| +6% | +$58.4K | 0.4% | 51 |
|
|
2019
Q3 | $878K | Buy |
12,541
+1,212
| +11% | +$84.9K | 0.39% | 54 |
|
|
2019
Q2 | $782K | Buy |
11,329
+1,084
| +11% | +$74.8K | 0.36% | 53 |
|
|
2019
Q1 | $661K | Buy |
10,245
+1,075
| +12% | +$69.4K | 0.33% | 52 |
|
|
2018
Q4 | $544K | Sell |
9,170
-926
| -9% | -$54.9K | 0.32% | 53 |
|
|
2018
Q3 | $700K | Buy |
10,096
+1,368
| +16% | +$94.8K | 0.38% | 44 |
|
|
2018
Q2 | $589K | Buy |
8,728
+1,649
| +23% | +$111K | 0.35% | 45 |
|
|
2018
Q1 | $492K | Buy |
+7,079
| New | +$492K | 0.31% | 50 |
|