Vickerman & Driscoll Financial Advisors’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
Q1 | $328K | Sell |
6,461
-2,172
| -25% | -$110K | 0.2% | 61 |
|
2019
Q4 | $659K | Sell |
8,633
-98
| -1% | -$7.48K | 0.33% | 48 |
|
2019
Q3 | $611K | Sell |
8,731
-133
| -2% | -$9.31K | 0.34% | 54 |
|
2019
Q2 | $612K | Sell |
8,864
-223
| -2% | -$15.4K | 0.34% | 53 |
|
2019
Q1 | $586K | Sell |
9,087
-74
| -0.8% | -$4.77K | 0.33% | 56 |
|
2018
Q4 | $544K | Buy |
9,161
+660
| +8% | +$39.2K | 0.42% | 54 |
|
2018
Q3 | $590K | Buy |
8,501
+65
| +0.8% | +$4.51K | 0.41% | 55 |
|
2018
Q2 | $569K | Buy |
8,436
+1,043
| +14% | +$70.3K | 0.42% | 54 |
|
2018
Q1 | $514K | Buy |
7,393
+3,133
| +74% | +$218K | 0.38% | 67 |
|
2017
Q4 | $298K | Buy |
+4,260
| New | +$298K | 0.23% | 67 |
|