WealthPLAN Partners’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
Q3
Sell
-652
Closed -$53K 1141
2023
Q2
$53K Hold
652
0.01% 494
2023
Q1
$50.8K Buy
+652
New +$50.8K 0.01% 553