TrueWealth LLC’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $36K | Hold |
623
| – | – | 0.02% | 307 |
|
|
2020
Q1 | $32K | Hold |
623
| – | – | 0.02% | 304 |
|
|
2019
Q4 | $48K | Hold |
623
| – | – | 0.02% | 277 |
|
|
2019
Q3 | $44K | Hold |
623
| – | – | 0.02% | 278 |
|
|
2019
Q2 | $43K | Hold |
623
| – | – | 0.02% | 284 |
|
|
2019
Q1 | $40K | Buy |
623
+118
| +23% | +$7.58K | 0.02% | 288 |
|
|
2018
Q4 | $30K | Hold |
505
| – | – | 0.02% | 312 |
|
|
2018
Q3 | $35K | Hold |
505
| – | – | 0.02% | 316 |
|
|
2018
Q2 | $34K | Hold |
505
| – | – | 0.02% | 316 |
|
|
2018
Q1 | $35K | Buy |
+505
| New | +$35K | 0.02% | 295 |
|