NewSquare Capital’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
Q2 | – | Sell |
-45
| Closed | -$4.61K | – | 479 |
|
|
2024
Q1 | $4.61K | Hold |
45
| – | – | ﹤0.01% | 298 |
|
|
2023
Q4 | $4.15K | Hold |
45
| – | – | ﹤0.01% | 329 |
|
|
2023
Q3 | $3.61K | Buy |
+45
| New | +$3.61K | ﹤0.01% | 402 |
|
|
2023
Q2 | – | Sell |
-14
| Closed | -$1.09K | – | 952 |
|
|
2023
Q1 | $1.09K | Buy |
+14
| New | +$1.09K | ﹤0.01% | 642 |
|
|
2019
Q2 | – | Sell |
-1,172
| Closed | -$76K | – | 378 |
|
|
2019
Q1 | $76K | Hold |
1,172
| – | – | 0.01% | 144 |
|
|
2018
Q4 | $70K | Hold |
1,172
| – | – | 0.01% | 137 |
|
|
2018
Q3 | $81K | Hold |
1,172
| – | – | 0.02% | 145 |
|
|
2018
Q2 | $82K | Sell |
1,172
-759
| -39% | -$53.1K | 0.02% | 143 |
|
|
2018
Q1 | $134K | Buy |
1,931
+759
| +65% | +$52.7K | 0.03% | 116 |
|
|
2017
Q4 | $82K | Hold |
1,172
| – | – | 0.02% | 126 |
|
|
2017
Q3 | $77K | Buy |
+1,172
| New | +$77K | 0.02% | 120 |
|