Ten Capital Wealth 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 | $161K | Sell |
1,973
-1
| -0.1% | -$82 | 0.05% | 150 |
|
|
2023
Q1 | $154K | Hold |
1,974
| – | – | 0.05% | 128 |
|
|
2022
Q4 | $163K | Buy |
1,974
+1
| +0.1% | +$83 | 0.07% | 98 |
|
|
2022
Q3 | $147K | Hold |
1,973
| – | – | 0.07% | 96 |
|
|
2022
Q2 | $152K | Sell |
1,973
-187
| -9% | -$14.4K | 0.07% | 96 |
|
|
2022
Q1 | $202K | Hold |
2,160
| – | – | 0.08% | 80 |
|
|
2021
Q4 | $209K | Buy |
2,160
+200
| +10% | +$19.4K | 0.09% | 68 |
|
|
2021
Q3 | $182K | Sell |
1,960
-8,589
| -81% | -$798K | 0.09% | 75 |
|
|
2021
Q2 | $954K | Buy |
10,549
+205
| +2% | +$18.5K | 0.22% | 77 |
|
|
2021
Q1 | $874K | Sell |
10,344
-175
| -2% | -$14.8K | 0.21% | 75 |
|
|
2020
Q4 | $766K | Buy |
10,519
+1,884
| +22% | +$137K | 0.21% | 74 |
|
|
2020
Q3 | $505K | Buy |
+8,635
| New | +$505K | 0.17% | 73 |
|