TCI Wealth Advisors’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $290K | Sell |
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|
2023
Q3 | $341K | Buy |
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|
2023
Q2 | $343K | Sell |
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|
2023
Q1 | $343K | Hold |
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|
2022
Q4 | $364K | Sell |
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|
2022
Q3 | $364K | Sell |
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|
2022
Q2 | $460K | Hold |
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|
2022
Q1 | $557K | Buy |
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|
2021
Q4 | $527K | Hold |
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|
2021
Q3 | $505K | Buy |
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|
2021
Q2 | $371K | Hold |
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|
2021
Q1 | $347K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $10K | Sell |
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|
2019
Q1 | $12K | Buy |
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|
2018
Q4 | $8K | Hold |
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|
2018
Q3 | $10K | Hold |
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|
2018
Q2 | $9K | Hold |
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|
2018
Q1 | $10K | Hold |
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|
2017
Q4 | $10K | Buy |
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