Valence8 US’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-36,942
| Closed | -$2.97M | – | 14 |
|
|
2023
Q3 | $2.97M | Sell |
36,942
-38,539
| -51% | -$3.1M | 1.88% | 13 |
|
|
2023
Q2 | $6.13M | Sell |
75,481
-84,775
| -53% | -$6.89M | 4.04% | 7 |
|
|
2023
Q1 | $12.5M | Sell |
160,256
-99,892
| -38% | -$7.78M | 7.34% | 7 |
|
|
2022
Q4 | $21.5M | Buy |
+260,148
| New | +$21.5M | 16.31% | 3 |
|