Tolleson Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.12M | Hold |
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|
2021
Q1 | $1.04M | Hold |
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|
2020
Q4 | $900K | Hold |
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|
2020
Q3 | $723K | Hold |
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|
2020
Q2 | $707K | Hold |
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|
2020
Q1 | $627K | Hold |
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|
2019
Q4 | $943K | Hold |
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|
2019
Q3 | $871K | Hold |
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|
2019
Q2 | $853K | Hold |
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|
2019
Q1 | $798K | Hold |
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|
2018
Q4 | $734K | Buy |
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