Sowell Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-22,505
| Closed | -$4.41M | – | 454 |
|
|
2022
Q2 | $4.41M | Buy |
+22,505
| New | +$4.41M | 0.41% | 57 |
|
|
2022
Q1 | – | Sell |
-10,362
| Closed | -$1M | – | 508 |
|
|
2021
Q4 | $1M | Sell |
10,362
-44
| -0.4% | -$4.25K | 0.06% | 332 |
|
|
2021
Q3 | $970K | Buy |
+10,406
| New | +$970K | 0.07% | 300 |
|
|
2021
Q2 | – | Sell |
-10,128
| Closed | -$939K | – | 2655 |
|
|
2021
Q1 | $939K | Buy |
10,128
+8,416
| +492% | +$780K | 0.03% | 433 |
|
|
2020
Q4 | $125K | Buy |
1,712
+159
| +10% | +$11.6K | 0.01% | 1064 |
|
|
2020
Q3 | $91K | Buy |
1,553
+168
| +12% | +$9.84K | ﹤0.01% | 1003 |
|
|
2020
Q2 | $79K | Buy |
+1,385
| New | +$79K | ﹤0.01% | 1037 |
|
|
2020
Q1 | – | Sell |
-5,543
| Closed | -$423K | – | 2712 |
|
|
2019
Q4 | $423K | Buy |
5,543
+5,469
| +7,391% | +$417K | 0.03% | 496 |
|
|
2019
Q3 | $5K | Buy |
+74
| New | +$5K | ﹤0.01% | 1785 |
|
|
2018
Q3 | – | Sell |
-2,954
| Closed | -$207K | – | 451 |
|
|
2018
Q2 | $207K | Buy |
+2,954
| New | +$207K | 0.04% | 268 |
|
|
2017
Q4 | – | Sell |
-13,991
| Closed | -$939K | – | 276 |
|
|
2017
Q3 | $939K | Sell |
13,991
-1,401
| -9% | -$94K | 0.24% | 92 |
|
|
2017
Q2 | $984K | Buy |
+15,392
| New | +$984K | 0.28% | 81 |
|
|
2017
Q1 | – | Sell |
-12,346
| Closed | -$770K | – | 559 |
|
|
2016
Q4 | $770K | Buy |
+12,346
| New | +$770K | 0.26% | 94 |
|