USCA RIA’s Vanguard Financials ETF VFH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$424K Sell
4,691
-1,070
-19% -$96.7K 0.03% 426
2021
Q1
$487K Buy
5,761
+984
+21% +$83.2K 0.03% 385
2020
Q4
$348K Buy
+4,777
New +$348K 0.02% 385