Sullivan, Bruyette, Speros & Blaney’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
Q1 | $367K | Buy |
4,338
+3
| +0.1% | +$254 | 0.02% | 217 |
|
|
2020
Q4 | $316K | Buy |
4,335
+2,100
| +94% | +$153K | 0.01% | 220 |
|
|
2020
Q3 | $131K | Hold |
2,235
| – | – | 0.01% | 307 |
|
|
2020
Q2 | $128K | Hold |
2,235
| – | – | 0.01% | 293 |
|
|
2020
Q1 | $113K | Hold |
2,235
| – | – | 0.01% | 284 |
|
|
2019
Q4 | $170K | Hold |
2,235
| – | – | 0.01% | 270 |
|
|
2019
Q3 | $156K | Buy |
+2,235
| New | +$156K | 0.01% | 276 |
|