PRW 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $243K | Buy |
+3,147
| New | +$243K | 0.09% | 88 |
|
|
2023
Q2 | – | Sell |
-2,937
| Closed | -$234K | – | 112 |
|
|
2023
Q1 | $234K | Buy |
+2,937
| New | +$234K | 0.09% | 96 |
|
|
2022
Q4 | – | Sell |
-2,882
| Closed | -$215K | – | 98 |
|
|
2022
Q3 | $215K | Sell |
2,882
-641
| -18% | -$47.8K | 0.1% | 89 |
|
|
2022
Q2 | $272K | Buy |
3,523
+141
| +4% | +$10.9K | 0.16% | 70 |
|
|
2022
Q1 | $316K | Buy |
3,382
+843
| +33% | +$78.8K | 0.14% | 76 |
|
|
2021
Q4 | $245K | Sell |
2,539
-6,289
| -71% | -$607K | 0.11% | 87 |
|
|
2021
Q3 | $818K | Buy |
+8,828
| New | +$818K | 0.41% | 38 |
|