Ratio Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.25M | Sell |
31,732
-527
| -2% | -$54K | 0.61% | 34 |
|
|
2023
Q4 | $2.98M | Sell |
32,259
-70,320
| -69% | -$6.49M | 0.64% | 32 |
|
|
2023
Q3 | $8.24M | Sell |
102,579
-18,625
| -15% | -$1.5M | 2.06% | 19 |
|
|
2023
Q2 | $9.85M | Buy |
+121,204
| New | +$9.85M | 2.44% | 17 |
|
|
2022
Q4 | $8.57M | Sell |
103,545
-1,394
| -1% | -$115K | 2.43% | 15 |
|
|
2022
Q3 | $7.81M | Buy |
104,939
+4,107
| +4% | +$306K | 2.54% | 16 |
|
|
2022
Q2 | $7.78M | Sell |
100,832
-5,203
| -5% | -$402K | 2.53% | 15 |
|
|
2022
Q1 | $9.9M | Buy |
106,035
+52,650
| +99% | +$4.92M | 2.95% | 14 |
|
|
2021
Q4 | $5.16M | Buy |
53,385
+12,741
| +31% | +$1.23M | 1.55% | 19 |
|
|
2021
Q3 | $3.77M | Buy |
40,644
+5,941
| +17% | +$550K | 1.24% | 21 |
|
|
2021
Q2 | $3.14M | Buy |
34,703
+7,685
| +28% | +$695K | 1.13% | 24 |
|
|
2021
Q1 | $2.28M | Buy |
+27,018
| New | +$2.28M | 0.95% | 25 |
|