Total Clarity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-125
| Closed | -$10K | – | 950 |
|
|
2022
Q2 | $10K | Buy |
+125
| New | +$10K | 0.01% | 678 |
|
|
2022
Q1 | – | Sell |
-4,072
| Closed | -$393K | – | 888 |
|
|
2021
Q4 | $393K | Sell |
4,072
-164
| -4% | -$15.8K | 0.18% | 128 |
|
|
2021
Q3 | $392K | Sell |
4,236
-438
| -9% | -$40.5K | 0.19% | 127 |
|
|
2021
Q2 | $423K | Sell |
4,674
-291
| -6% | -$26.3K | 0.24% | 118 |
|
|
2021
Q1 | $420K | Buy |
+4,965
| New | +$420K | 0.24% | 103 |
|