Secure Asset Management’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,227
| Closed | -$205K | – | 255 |
|
|
2023
Q4 | $205K | Buy |
+2,227
| New | +$205K | 0.06% | 221 |
|
|
2023
Q1 | – | Sell |
-2,599
| Closed | -$215K | – | 208 |
|
|
2022
Q4 | $215K | Buy |
+2,599
| New | +$215K | 0.08% | 185 |
|
|
2022
Q3 | – | Sell |
-2,691
| Closed | -$208K | – | 176 |
|
|
2022
Q2 | $208K | Sell |
2,691
-259
| -9% | -$20K | 0.12% | 156 |
|
|
2022
Q1 | $276K | Buy |
2,950
+11
| +0.4% | +$1.03K | 0.12% | 148 |
|
|
2021
Q4 | $284K | Sell |
2,939
-20
| -0.7% | -$1.93K | 0.12% | 152 |
|
|
2021
Q3 | $274K | Sell |
2,959
-44
| -1% | -$4.07K | 0.14% | 140 |
|
|
2021
Q2 | $272K | Sell |
3,003
-98
| -3% | -$8.88K | 0.14% | 144 |
|
|
2021
Q1 | $262K | Buy |
3,101
+13
| +0.4% | +$1.1K | 0.15% | 137 |
|
|
2020
Q4 | $225K | Buy |
+3,088
| New | +$225K | 0.13% | 141 |
|
|
2020
Q1 | – | Sell |
-3,501
| Closed | -$267K | – | 155 |
|
|
2019
Q4 | $267K | Buy |
+3,501
| New | +$267K | 0.19% | 128 |
|