Roger Wittlin Investment Advisory’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
Q1 | – | Sell |
-7,419
| Closed | -$614K | – | 43 |
|
|
2022
Q4 | $614K | Buy |
7,419
+6,704
| +938% | +$555K | 0.61% | 27 |
|
|
2022
Q3 | $53K | Sell |
715
-6,657
| -90% | -$493K | 1.44% | 11 |
|
|
2022
Q2 | $569K | Buy |
7,372
+18
| +0.2% | +$1.39K | 0.56% | 21 |
|
|
2022
Q1 | $686K | Sell |
7,354
-9,331
| -56% | -$870K | 0.63% | 17 |
|
|
2021
Q4 | $1.61M | Buy |
+16,685
| New | +$1.61M | 1.27% | 15 |
|