VWA
V Wealth Advisors’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,537
| Closed | -$206K | – | 356 |
|
|
2023
Q2 | $206K | Buy |
+2,537
| New | +$206K | 0.03% | 359 |
|
|
2023
Q1 | – | Sell |
-2,695
| Closed | -$223K | – | 397 |
|
|
2022
Q4 | $223K | Hold |
2,695
| – | – | 0.05% | 321 |
|
|
2022
Q3 | $201K | Hold |
2,695
| – | – | 0.04% | 348 |
|
|
2022
Q2 | $208K | Hold |
2,695
| – | – | 0.04% | 382 |
|
|
2022
Q1 | $252K | Hold |
2,695
| – | – | 0.04% | 378 |
|
|
2021
Q4 | $260K | Sell |
2,695
-11
| -0.4% | -$1.06K | 0.04% | 381 |
|
|
2021
Q3 | $251K | Buy |
2,706
+18
| +0.7% | +$1.67K | 0.04% | 387 |
|
|
2021
Q2 | $243K | Buy |
+2,688
| New | +$243K | 0.04% | 409 |
|