Pacific Capital Wealth Advisors’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-102,166
| Closed | -$8.45M | – | 95 |
|
|
2022
Q4 | $8.45M | Sell |
102,166
-7,007
| -6% | -$580K | 2.19% | 14 |
|
|
2022
Q3 | $8.13M | Buy |
109,173
+13,515
| +14% | +$1.01M | 2.21% | 12 |
|
|
2022
Q2 | $7.38M | Buy |
95,658
+21,078
| +28% | +$1.63M | 2.04% | 13 |
|
|
2022
Q1 | $6.97M | Buy |
74,580
+6,735
| +10% | +$629K | 1.99% | 12 |
|
|
2021
Q4 | $6.55M | Buy |
67,845
+19,264
| +40% | +$1.86M | 1.89% | 14 |
|
|
2021
Q3 | $4.5M | Buy |
+48,581
| New | +$4.5M | 1.43% | 20 |
|