Ranch 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-25
| Closed | -$2K | – | 568 |
|
2021
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 607 |
|
2021
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 815 |
|
2021
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 810 |
|
2020
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 848 |
|
2020
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 841 |
|
2020
Q2 | $1K | Sell |
25
-32
| -56% | -$1.28K | ﹤0.01% | 883 |
|
2020
Q1 | $2K | Sell |
57
-1,482
| -96% | -$52K | ﹤0.01% | 807 |
|
2019
Q4 | $117K | Sell |
1,539
-384
| -20% | -$29.2K | 0.09% | 195 |
|
2019
Q3 | $135K | Buy |
+1,923
| New | +$135K | 0.14% | 177 |
|