Personal Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $326K | Sell |
3,936
-143
| -4% | -$11.8K | ﹤0.01% | 365 |
|
|
2022
Q3 | $304K | Sell |
4,079
-119
| -3% | -$8.87K | ﹤0.01% | 357 |
|
|
2022
Q2 | $324K | Sell |
4,198
-1,717
| -29% | -$133K | ﹤0.01% | 336 |
|
|
2022
Q1 | $552K | Sell |
5,915
-608
| -9% | -$56.7K | ﹤0.01% | 296 |
|
|
2021
Q4 | $604K | Buy |
6,523
+618
| +10% | +$57.2K | ﹤0.01% | 309 |
|
|
2021
Q3 | $547K | Buy |
5,905
+1,512
| +34% | +$140K | ﹤0.01% | 301 |
|
|
2021
Q2 | $397K | Buy |
4,393
+400
| +10% | +$36.1K | ﹤0.01% | 348 |
|
|
2021
Q1 | $337K | Buy |
3,993
+360
| +10% | +$30.4K | ﹤0.01% | 368 |
|
|
2020
Q4 | $265K | Buy |
+3,633
| New | +$265K | ﹤0.01% | 398 |
|
|
2020
Q1 | – | Sell |
-6,145
| Closed | -$469K | – | 406 |
|
|
2019
Q4 | $469K | Sell |
6,145
-458
| -7% | -$35K | ﹤0.01% | 270 |
|
|
2019
Q3 | $462K | Buy |
6,603
+1,277
| +24% | +$89.3K | ﹤0.01% | 255 |
|
|
2019
Q2 | $368K | Buy |
5,326
+979
| +23% | +$67.6K | ﹤0.01% | 257 |
|
|
2019
Q1 | $281K | Sell |
4,347
-2,336
| -35% | -$151K | ﹤0.01% | 278 |
|
|
2018
Q4 | $397K | Buy |
+6,683
| New | +$397K | 0.01% | 245 |
|
|
2018
Q2 | – | Sell |
-2,905
| Closed | -$202K | – | 285 |
|
|
2018
Q1 | $202K | Buy |
+2,905
| New | +$202K | ﹤0.01% | 255 |
|