Valtinson Bruner Financial Planning’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
Q1
Sell
-2,461
Closed -$210K 117
2022
Q4
$210K Sell
2,461
-489
-17% -$41.8K 0.12% 109
2022
Q3
$220K Sell
2,950
-298
-9% -$22.2K 0.14% 93
2022
Q2
$251K Buy
+3,248
New +$251K 0.15% 86