VAFP
Vahanian & Associates Financial Planning’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $306K | Sell |
3,585
-2,150
| -37% | -$184K | 1.21% | 28 |
|
|
2023
Q3 | $429K | Sell |
5,735
-46
| -0.8% | -$3.44K | 1.38% | 25 |
|
|
2023
Q2 | $431K | Buy |
5,781
+147
| +3% | +$11K | 1.36% | 26 |
|
|
2023
Q1 | $401K | Buy |
5,634
+2,530
| +82% | +$180K | 1.11% | 31 |
|
|
2022
Q4 | $234K | Hold |
3,104
| – | – | 0.77% | 46 |
|
|
2022
Q3 | $210K | Buy |
+3,104
| New | +$210K | 0.72% | 45 |
|
|
2022
Q2 | – | Sell |
-2,610
| Closed | -$221K | – | 50 |
|
|
2022
Q1 | $221K | Sell |
2,610
-6,878
| -72% | -$582K | 0.51% | 51 |
|
|
2021
Q4 | $823K | Buy |
+9,488
| New | +$823K | 0.66% | 37 |
|