TVWM
Tower View Wealth Management’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-153
| Closed | -$13K | – | 165 |
|
|
2022
Q4 | $13K | Buy |
153
+2
| +1% | +$170 | 0.01% | 114 |
|
|
2022
Q3 | $11K | Hold |
151
| – | – | 0.01% | 116 |
|
|
2022
Q2 | $12K | Buy |
151
+1
| +0.7% | +$79 | 0.01% | 112 |
|
|
2022
Q1 | $14K | Hold |
150
| – | – | 0.01% | 137 |
|
|
2021
Q4 | $14K | Hold |
150
| – | – | 0.01% | 137 |
|
|
2021
Q3 | $14K | Buy |
+150
| New | +$14K | 0.01% | 155 |
|
|
2020
Q1 | – | Sell |
-221
| Closed | -$17K | – | 139 |
|
|
2019
Q4 | $17K | Buy |
221
+3
| +1% | +$231 | 0.01% | 106 |
|
|
2019
Q3 | $15K | Hold |
218
| – | – | 0.01% | 104 |
|
|
2019
Q2 | $15K | Hold |
218
| – | – | 0.01% | 102 |
|
|
2019
Q1 | $14K | Hold |
218
| – | – | 0.01% | 102 |
|
|
2018
Q4 | $13K | Hold |
218
| – | – | 0.01% | 106 |
|
|
2018
Q3 | $15K | Buy |
+218
| New | +$15K | 0.01% | 122 |
|