Rise 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-160
| Closed | -$14.8K | – | 1286 |
|
|
2023
Q4 | $14.8K | Buy |
160
+2
| +1% | +$185 | 0.01% | 283 |
|
|
2023
Q3 | $12.7K | Hold |
158
| – | – | 0.01% | 295 |
|
|
2023
Q2 | $12.8K | Hold |
158
| – | – | 0.01% | 306 |
|
|
2023
Q1 | $1.27K | Buy |
158
+1
| +0.6% | +$8 | ﹤0.01% | 629 |
|
|
2022
Q4 | $13K | Buy |
157
+3
| +2% | +$248 | 0.01% | 312 |
|
|
2022
Q3 | $11K | Hold |
154
| – | – | 0.01% | 329 |
|
|
2022
Q2 | $12K | Hold |
154
| – | – | 0.01% | 319 |
|
|
2022
Q1 | $14K | Buy |
154
+1
| +0.7% | +$91 | 0.01% | 294 |
|
|
2021
Q4 | $14.8K | Buy |
+153
| New | +$14.8K | 0.01% | 280 |
|