PagnatoKarp Partners’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-4,402
| Closed | -$261K | – | 179 |
|
|
2018
Q4 | $261K | Sell |
4,402
-85
| -2% | -$5.04K | 0.06% | 124 |
|
|
2018
Q3 | $311K | Buy |
4,487
+3
| +0.1% | +$208 | 0.09% | 117 |
|
|
2018
Q2 | $304K | Sell |
4,484
-2,580
| -37% | -$175K | 0.1% | 110 |
|
|
2018
Q1 | $491K | Sell |
7,064
-6,377
| -47% | -$443K | 0.21% | 81 |
|
|
2017
Q4 | $941K | Sell |
13,441
-2,025
| -13% | -$142K | 0.27% | 53 |
|
|
2017
Q3 | $1.02M | Buy |
+15,466
| New | +$1.02M | 0.26% | 48 |
|
|
2017
Q1 | – | Sell |
-17,045
| Closed | -$1.01M | – | 132 |
|
|
2016
Q4 | $1.01M | Buy |
+17,045
| New | +$1.01M | 0.3% | 43 |
|