Sierra Capital’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
-9,419
Closed -$779K 551
2022
Q4
$779K Sell
9,419
-12,079
-56% -$999K 0.13% 115
2022
Q3
$1.6M Sell
21,498
-76
-0.4% -$5.66K 0.3% 68
2022
Q2
$1.67M Buy
21,574
+9
+0% +$695 0.3% 74
2022
Q1
$2.01M Buy
21,565
+1,282
+6% +$120K 0.32% 75
2021
Q4
$1.96M Buy
20,283
+4
+0% +$386 0.29% 77
2021
Q3
$1.88M Hold
20,279
0.32% 77
2021
Q2
$1.83M Buy
20,279
+12,857
+173% +$1.16M 0.34% 76
2021
Q1
$627K Buy
+7,422
New +$627K 0.12% 111