Sonora Investment Management’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $188K | Buy |
2,026
+115
| +6% | +$10.7K | 0.02% | 210 |
|
|
2021
Q2 | $173K | Buy |
1,911
+311
| +19% | +$28.2K | 0.02% | 211 |
|
|
2021
Q1 | $135K | Buy |
1,600
+500
| +45% | +$42.2K | 0.01% | 347 |
|
|
2020
Q4 | $80K | Hold |
1,100
| – | – | 0.01% | 476 |
|
|
2020
Q3 | $64K | Hold |
1,100
| – | – | 0.01% | 497 |
|
|
2020
Q2 | $63K | Hold |
1,100
| – | – | 0.01% | 438 |
|
|
2020
Q1 | $56K | Hold |
1,100
| – | – | 0.01% | 433 |
|
|
2019
Q4 | $84K | Hold |
1,100
| – | – | 0.01% | 380 |
|
|
2019
Q3 | $77K | Hold |
1,100
| – | – | 0.01% | 397 |
|
|
2019
Q2 | $76K | Hold |
1,100
| – | – | 0.01% | 403 |
|
|
2019
Q1 | $71K | Hold |
1,100
| – | – | 0.01% | 397 |
|
|
2018
Q4 | $65K | Hold |
1,100
| – | – | 0.01% | 348 |
|
|
2018
Q3 | $76K | Buy |
1,100
+600
| +120% | +$41.5K | 0.01% | 326 |
|
|
2018
Q2 | $34K | Hold |
500
| – | – | 0.01% | 474 |
|
|
2018
Q1 | $34.7K | Hold |
500
| – | – | 0.01% | 451 |
|
|
2017
Q4 | $35K | Buy |
+500
| New | +$35K | 0.01% | 454 |
|