Shine Investment Advisory Services’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.02M | Hold |
17,440
| – | – | 0.35% | 38 |
|
|
2020
Q2 | $998K | Hold |
17,440
| – | – | 0.36% | 40 |
|
|
2020
Q1 | $885K | Hold |
17,440
| – | – | 0.41% | 39 |
|
|
2019
Q4 | $1.33M | Hold |
17,440
| – | – | 0.53% | 34 |
|
|
2019
Q3 | $1.22M | Hold |
17,440
| – | – | 0.58% | 32 |
|
|
2019
Q2 | $1.2M | Sell |
17,440
-225
| -1% | -$15.5K | 0.56% | 34 |
|
|
2019
Q1 | $1.14M | Buy |
17,665
+748
| +4% | +$48.3K | 0.53% | 37 |
|
|
2018
Q4 | $1M | Hold |
16,917
| – | – | 0.5% | 37 |
|
|
2018
Q3 | $1.17M | Hold |
16,917
| – | – | 0.62% | 31 |
|
|
2018
Q2 | $1.14M | Hold |
16,917
| – | – | 0.58% | 30 |
|
|
2018
Q1 | $1.18M | Hold |
16,917
| – | – | 0.62% | 28 |
|
|
2017
Q4 | $1.19M | Hold |
16,917
| – | – | 0.59% | 29 |
|
|
2017
Q3 | $1.11M | Hold |
16,917
| – | – | 0.58% | 29 |
|
|
2017
Q2 | $1.06M | Hold |
16,917
| – | – | 0.54% | 31 |
|
|
2017
Q1 | $1.02M | Hold |
16,917
| – | – | 0.68% | 28 |
|
|
2016
Q4 | $1M | Hold |
16,917
| – | – | 0.83% | 25 |
|
|
2016
Q3 | $835K | Hold |
16,917
| – | – | 0.74% | 25 |
|
|
2016
Q2 | $801K | Hold |
16,917
| – | – | 0.92% | 22 |
|
|
2016
Q1 | $784K | Buy |
+16,917
| New | +$784K | 0.88% | 22 |
|