Squar Milner 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-419
| Closed | -$21K | – | 721 |
|
2020
Q1 | $21K | Hold |
419
| – | – | 0.01% | 463 |
|
2019
Q4 | $31K | Buy |
+419
| New | +$31K | 0.02% | 464 |
|
2019
Q3 | – | Sell |
-3,432
| Closed | -$237K | – | 696 |
|
2019
Q2 | $237K | Sell |
3,432
-2,264
| -40% | -$156K | 0.16% | 141 |
|
2019
Q1 | $367K | Buy |
5,696
+5,568
| +4,350% | +$359K | 0.27% | 85 |
|
2018
Q4 | $8K | Hold |
128
| – | – | 0.01% | 511 |
|
2018
Q3 | $9K | Hold |
128
| – | – | 0.01% | 530 |
|
2018
Q2 | $9K | Buy |
+128
| New | +$9K | 0.01% | 624 |
|