UFA
US Financial Advisors’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,464
| Closed | -$208K | – | 125 |
|
|
2021
Q1 | $208K | Buy |
+2,464
| New | +$208K | 0.06% | 141 |
|
|
2016
Q2 | $2.55M | Hold |
54,974
| – | – | 5.12% | 3 |
|
|
2016
Q1 | $2.55M | Buy |
54,974
+52,636
| +2,251% | +$2.44M | 4.43% | 3 |
|
|
2015
Q4 | $113K | Buy |
2,338
+123
| +6% | +$5.95K | 0.11% | 85 |
|
|
2015
Q3 | $103K | Buy |
2,215
+265
| +14% | +$12.3K | 0.17% | 67 |
|
|
2015
Q2 | $97K | Buy |
+1,950
| New | +$97K | 0.09% | 70 |
|