Valley Wealth Managers’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,786
| Closed | -$217K | – | 169 |
|
|
2020
Q2 | $217K | Sell |
3,786
-1,650
| -30% | -$94.6K | 0.02% | 156 |
|
|
2020
Q1 | $276K | Sell |
5,436
-2,700
| -33% | -$137K | 0.04% | 144 |
|
|
2019
Q4 | $621K | Sell |
8,136
-3,600
| -31% | -$275K | 0.06% | 122 |
|
|
2019
Q3 | $822K | Sell |
11,736
-1,450
| -11% | -$102K | 0.09% | 107 |
|
|
2019
Q2 | $910K | Sell |
13,186
-1,215
| -8% | -$83.9K | 0.1% | 106 |
|
|
2019
Q1 | $929K | Buy |
+14,401
| New | +$929K | 0.1% | 114 |
|