Pinnacle Wealth Management Group’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
Q2 | – | Sell |
-17,922
| Closed | -$1.4M | – | 103 |
|
|
2023
Q1 | $1.4M | Buy |
17,922
+924
| +5% | +$72K | 1.21% | 25 |
|
|
2022
Q4 | $1.41M | Buy |
16,998
+19
| +0.1% | +$1.57K | 1.25% | 26 |
|
|
2022
Q3 | $1.26M | Buy |
16,979
+746
| +5% | +$55.5K | 1.11% | 26 |
|
|
2022
Q2 | $1.25M | Buy |
16,233
+697
| +4% | +$53.8K | 1.05% | 28 |
|
|
2022
Q1 | $1.45M | Buy |
+15,536
| New | +$1.45M | 1.09% | 28 |
|