TWA
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TPB Wealth Advisors’s Vanguard Financials ETF VFH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-2,073
Closed -$200K 49
2021
Q4
$200K Buy
+2,073
New +$200K 0.1% 49