Sargent Bickham Lagudis’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $66.6K | Hold |
805
| – | – | 0.01% | 387 |
|
|
2022
Q3 | $60K | Buy |
805
+454
| +129% | +$33.8K | 0.01% | 380 |
|
|
2022
Q2 | $27K | Sell |
351
-50
| -12% | -$3.85K | ﹤0.01% | 536 |
|
|
2022
Q1 | $37K | Hold |
401
| – | – | ﹤0.01% | 510 |
|
|
2021
Q4 | $39K | Buy |
401
+50
| +14% | +$4.86K | ﹤0.01% | 496 |
|
|
2021
Q3 | $33K | Sell |
351
-6
| -2% | -$564 | ﹤0.01% | 524 |
|
|
2021
Q2 | $32K | Buy |
357
+6
| +2% | +$538 | ﹤0.01% | 532 |
|
|
2021
Q1 | $30K | Hold |
351
| – | – | ﹤0.01% | 527 |
|
|
2020
Q4 | $26K | Buy |
+351
| New | +$26K | ﹤0.01% | 526 |
|
|
2020
Q1 | – | Sell |
-1,750
| Closed | -$133K | – | 928 |
|
|
2019
Q4 | $133K | Hold |
1,750
| – | – | 0.01% | 245 |
|
|
2019
Q3 | $123K | Hold |
1,750
| – | – | 0.01% | 233 |
|
|
2019
Q2 | $121K | Hold |
1,750
| – | – | 0.01% | 257 |
|
|
2019
Q1 | $113K | Buy |
+1,750
| New | +$113K | 0.01% | 270 |
|
|
2018
Q4 | – | Sell |
-1,004
| Closed | -$70K | – | 800 |
|
|
2018
Q3 | $70K | Buy |
+1,004
| New | +$70K | 0.01% | 317 |
|
|
2018
Q1 | – | Sell |
-133
| Closed | -$9K | – | 815 |
|
|
2017
Q4 | $9K | Sell |
133
-550
| -81% | -$37.2K | ﹤0.01% | 628 |
|
|
2017
Q3 | $45K | Hold |
683
| – | – | 0.01% | 387 |
|
|
2017
Q2 | $43K | Buy |
+683
| New | +$43K | 0.01% | 383 |
|
|
2017
Q1 | – | Sell |
-127
| Closed | -$8K | – | 789 |
|
|
2016
Q4 | $8K | Hold |
127
| – | – | ﹤0.01% | 588 |
|
|
2016
Q3 | $6 | Buy |
+127
| New | +$6 | ﹤0.01% | 631 |
|