Simon Quick Advisors’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
Q2 | – | Sell |
-28
| Closed | -$3K | – | 389 |
|
|
2022
Q1 | $3K | Hold |
28
| – | – | ﹤0.01% | 329 |
|
|
2021
Q4 | $3K | Buy |
28
+1
| +4% | +$107 | ﹤0.01% | 347 |
|
|
2021
Q3 | $2K | Hold |
27
| – | – | ﹤0.01% | 401 |
|
|
2021
Q2 | $2K | Hold |
27
| – | – | ﹤0.01% | 426 |
|
|
2021
Q1 | $2K | Hold |
27
| – | – | ﹤0.01% | 433 |
|
|
2020
Q4 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 418 |
|
|
2018
Q3 | – | Sell |
-687
| Closed | -$46K | – | 340 |
|
|
2018
Q2 | $46K | Hold |
687
| – | – | 0.02% | 186 |
|
|
2018
Q1 | $48K | Hold |
687
| – | – | 0.02% | 176 |
|
|
2017
Q4 | $51K | Buy |
+687
| New | +$51K | 0.02% | 228 |
|