Simplicity Solutions’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $909K | Sell |
9,851
-21,345
| -68% | -$1.97M | 0.02% | 465 |
|
|
2023
Q3 | $2.51M | Buy |
31,196
+26,312
| +539% | +$2.11M | 0.08% | 222 |
|
|
2023
Q2 | $397K | Buy |
4,884
+845
| +21% | +$68.6K | 0.01% | 736 |
|
|
2023
Q1 | $315K | Buy |
+4,039
| New | +$315K | 0.01% | 830 |
|
|
2021
Q1 | – | Sell |
-20,175
| Closed | -$1.47M | – | 953 |
|
|
2020
Q4 | $1.47M | Buy |
+20,175
| New | +$1.47M | 0.02% | 456 |
|
|
2020
Q2 | – | Sell |
-77,213
| Closed | -$3.92M | – | 927 |
|
|
2020
Q1 | $3.92M | Buy |
+77,213
| New | +$3.92M | 0.12% | 149 |
|
|
2019
Q2 | – | Sell |
-6,150
| Closed | -$397K | – | 876 |
|
|
2019
Q1 | $397K | Buy |
6,150
+205
| +3% | +$13.2K | 0.02% | 463 |
|
|
2018
Q4 | $353K | Sell |
5,945
-20,697
| -78% | -$1.23M | 0.05% | 397 |
|
|
2018
Q3 | $1.85M | Buy |
26,642
+2,369
| +10% | +$164K | 0.11% | 109 |
|
|
2018
Q2 | $1.64M | Buy |
24,273
+2,516
| +12% | +$170K | 0.12% | 101 |
|
|
2018
Q1 | $1.51M | Buy |
+21,757
| New | +$1.51M | 0.13% | 92 |
|