Waypoint Wealth Counsel’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
Q2
Sell
-7,096
Closed -$553K 98
2023
Q1
$553K Buy
7,096
+2
+0% +$156 0.43% 47
2022
Q4
$587K Buy
+7,094
New +$587K 0.47% 45