Norwood Financial’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
Q1 | $504K | Sell |
4,926
-270
| -5% | -$27.6K | 0.73% | 31 |
|
|
2023
Q4 | $479K | Buy |
5,196
+6
| +0.1% | +$554 | 0.73% | 31 |
|
|
2023
Q3 | $417K | Hold |
5,190
| – | – | 0.67% | 36 |
|
|
2023
Q2 | $422K | Hold |
5,190
| – | – | 0.63% | 36 |
|
|
2023
Q1 | $404K | Sell |
5,190
-70
| -1% | -$5.45K | 0.64% | 39 |
|
|
2022
Q4 | $435K | Sell |
5,260
-35
| -0.7% | -$2.9K | 0.69% | 37 |
|
|
2022
Q3 | $394K | Hold |
5,295
| – | – | 0.7% | 37 |
|
|
2022
Q2 | $409K | Hold |
5,295
| – | – | 0.7% | 39 |
|
|
2022
Q1 | $494K | Sell |
5,295
-495
| -9% | -$46.2K | 0.72% | 37 |
|
|
2021
Q4 | $559K | Buy |
+5,790
| New | +$559K | 0.78% | 34 |
|