Stonebridge Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-93
| Closed | -$7.24K | – | 1020 |
|
|
2023
Q1 | $7.24K | Buy |
+93
| New | +$7.24K | ﹤0.01% | 662 |
|
|
2021
Q3 | – | Sell |
-20
| Closed | -$2K | – | 1123 |
|
|
2021
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 966 |
|
|
2021
Q1 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 869 |
|
|
2020
Q3 | – | Sell |
-20
| Closed | -$1K | – | 689 |
|
|
2020
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 752 |
|
|
2020
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 746 |
|