Tolleson Wealth Management’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
Q3 | – | Sell |
-12,360
| Closed | -$1.12M | – | 70 |
|
|
2021
Q2 | $1.12M | Hold |
12,360
| – | – | 0.3% | 38 |
|
|
2021
Q1 | $1.04M | Hold |
12,360
| – | – | 0.32% | 35 |
|
|
2020
Q4 | $900K | Hold |
12,360
| – | – | 0.3% | 37 |
|
|
2020
Q3 | $723K | Hold |
12,360
| – | – | 0.29% | 39 |
|
|
2020
Q2 | $707K | Hold |
12,360
| – | – | 0.31% | 38 |
|
|
2020
Q1 | $627K | Hold |
12,360
| – | – | 0.27% | 39 |
|
|
2019
Q4 | $943K | Hold |
12,360
| – | – | 0.46% | 30 |
|
|
2019
Q3 | $871K | Hold |
12,360
| – | – | 0.47% | 27 |
|
|
2019
Q2 | $853K | Hold |
12,360
| – | – | 0.59% | 19 |
|
|
2019
Q1 | $798K | Hold |
12,360
| – | – | 0.55% | 19 |
|
|
2018
Q4 | $734K | Buy |
+12,360
| New | +$734K | 0.43% | 22 |
|