TCWP’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 |
-4,614
| Closed | -$359K | – | 250 |
|
|
2023
Q1 | $359K | Sell |
4,614
-499
| -10% | -$38.9K | 0.07% | 160 |
|
|
2022
Q4 | $427K | Buy |
5,113
+424
| +9% | +$35.4K | 0.09% | 156 |
|
|
2022
Q3 | $349K | Sell |
4,689
-3,214
| -41% | -$239K | 0.07% | 181 |
|
|
2022
Q2 | $610K | Sell |
7,903
-5,338
| -40% | -$412K | 0.13% | 121 |
|
|
2022
Q1 | $1.24M | Sell |
13,241
-28,771
| -68% | -$2.69M | 0.22% | 95 |
|
|
2021
Q4 | $4.06M | Buy |
+42,012
| New | +$4.06M | 0.81% | 42 |
|