TCPWM
Traverso Chambers Private Wealth Management’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $304K | Hold |
3,292
| – | – | 0.07% | 101 |
|
|
2023
Q3 | $264K | Hold |
3,292
| – | – | 0.07% | 99 |
|
|
2023
Q2 | $267K | Hold |
3,292
| – | – | 0.07% | 100 |
|
|
2023
Q1 | $256K | Hold |
3,292
| – | – | 0.07% | 100 |
|
|
2022
Q4 | $272K | Hold |
3,292
| – | – | 0.08% | 94 |
|
|
2022
Q3 | $245K | Hold |
3,292
| – | – | 0.08% | 99 |
|
|
2022
Q2 | $254K | Hold |
3,292
| – | – | 0.08% | 96 |
|
|
2022
Q1 | $307K | Hold |
3,292
| – | – | 0.09% | 97 |
|
|
2021
Q4 | $318K | Sell |
3,292
-80
| -2% | -$7.73K | 0.09% | 95 |
|
|
2021
Q3 | $312K | Sell |
3,372
-329
| -9% | -$30.4K | 0.1% | 93 |
|
|
2021
Q2 | $335K | Hold |
3,701
| – | – | 0.11% | 86 |
|
|
2021
Q1 | $313K | Sell |
3,701
-36
| -1% | -$3.05K | 0.11% | 86 |
|
|
2020
Q4 | $272K | Sell |
3,737
-100
| -3% | -$7.28K | 0.1% | 91 |
|
|
2020
Q3 | $224K | Hold |
3,837
| – | – | 0.09% | 93 |
|
|
2020
Q2 | $219K | Buy |
+3,837
| New | +$219K | 0.09% | 89 |
|
|
2020
Q1 | – | Sell |
-3,771
| Closed | -$288K | – | 114 |
|
|
2019
Q4 | $288K | Hold |
3,771
| – | – | 0.12% | 84 |
|
|
2019
Q3 | $264K | Hold |
3,771
| – | – | 0.13% | 83 |
|
|
2019
Q2 | $262K | Hold |
3,771
| – | – | 0.13% | 86 |
|
|
2019
Q1 | $243K | Hold |
3,771
| – | – | 0.12% | 88 |
|
|
2018
Q4 | $224K | Buy |
+3,771
| New | +$224K | 0.12% | 89 |
|