Traverso Chambers Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $304K | Hold |
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|
2023
Q3 | $264K | Hold |
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|
2023
Q2 | $267K | Hold |
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|
2023
Q1 | $256K | Hold |
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|
2022
Q4 | $272K | Hold |
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|
2022
Q3 | $245K | Hold |
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|
2022
Q2 | $254K | Hold |
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|
2022
Q1 | $307K | Hold |
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|
2021
Q4 | $318K | Sell |
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|
2021
Q3 | $312K | Sell |
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|
2021
Q2 | $335K | Hold |
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|
2021
Q1 | $313K | Sell |
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|
2020
Q4 | $272K | Sell |
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|
2020
Q3 | $224K | Hold |
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|
2020
Q2 | $219K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $288K | Hold |
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|
2019
Q3 | $264K | Hold |
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|
2019
Q2 | $262K | Hold |
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|
2019
Q1 | $243K | Hold |
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|
2018
Q4 | $224K | Buy |
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