Wealthspire Advisors (Maryland)’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
Q3 | – | Sell |
-4,935
| Closed | -$282K | – | 547 |
|
|
2020
Q2 | $282K | Buy |
+4,935
| New | +$282K | 0.02% | 351 |
|
|
2020
Q1 | – | Sell |
-7,611
| Closed | -$581K | – | 509 |
|
|
2019
Q4 | $581K | Buy |
7,611
+4,355
| +134% | +$332K | 0.04% | 249 |
|
|
2019
Q3 | $228K | Buy |
+3,256
| New | +$228K | 0.02% | 405 |
|
|
2019
Q2 | – | Sell |
-496
| Closed | -$32K | – | 2018 |
|
|
2019
Q1 | $32K | Buy |
496
+141
| +40% | +$9.1K | ﹤0.01% | 1084 |
|
|
2018
Q4 | $21K | Hold |
355
| – | – | ﹤0.01% | 1193 |
|
|
2018
Q3 | $25K | Hold |
355
| – | – | ﹤0.01% | 1222 |
|
|
2018
Q2 | $24K | Buy |
355
+285
| +407% | +$19.3K | ﹤0.01% | 1244 |
|
|
2018
Q1 | $5K | Hold |
70
| – | – | ﹤0.01% | 1840 |
|
|
2017
Q4 | $5K | Sell |
70
-93
| -57% | -$6.64K | ﹤0.01% | 1853 |
|
|
2017
Q3 | $11K | Hold |
163
| – | – | ﹤0.01% | 1551 |
|
|
2017
Q2 | $10K | Buy |
+163
| New | +$10K | ﹤0.01% | 1544 |
|
|
2017
Q1 | – | Sell |
-50
| Closed | -$3K | – | 2026 |
|
|
2016
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 1495 |
|
|
2016
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 1576 |
|
|
2016
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 1540 |
|
|
2016
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 1564 |
|
|
2015
Q4 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 1545 |
|