Perigon Wealth Management’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,189
| Closed | -$87K | – | 1006 |
|
|
2020
Q4 | $87K | Buy |
+1,189
| New | +$87K | 0.01% | 573 |
|
|
2019
Q3 | – | Sell |
-3,615
| Closed | -$249K | – | 259 |
|
|
2019
Q2 | $249K | Sell |
3,615
-703
| -16% | -$48.4K | 0.06% | 199 |
|
|
2019
Q1 | $297K | Sell |
4,318
-1,948
| -31% | -$134K | 0.07% | 161 |
|
|
2018
Q4 | $408K | Sell |
6,266
-149
| -2% | -$9.7K | 0.1% | 137 |
|
|
2018
Q3 | $445K | Buy |
+6,415
| New | +$445K | 0.11% | 129 |
|