VWM
VCI Wealth Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Buy |
32,989
+2,505
| +8% | +$185K | 0.86% | 27 |
|
|
2025
Q1 | $2.12M | Buy |
30,484
+4,739
| +18% | +$329K | 0.89% | 28 |
|
|
2024
Q4 | $1.77M | Buy |
25,745
+4,017
| +18% | +$276K | 0.75% | 36 |
|
|
2024
Q3 | $1.39M | Sell |
21,728
-30,651
| -59% | -$1.96M | 0.62% | 51 |
|
|
2024
Q2 | $3.03M | Sell |
52,379
-2,580
| -5% | -$149K | 1.5% | 20 |
|
|
2024
Q1 | $3.26M | Sell |
54,959
-11,199
| -17% | -$665K | 2.21% | 10 |
|
|
2023
Q4 | $3.54M | Buy |
+66,158
| New | +$3.54M | 2.16% | 11 |
|