Wealthstreet Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-7,200
| Closed | -$608K | – | 315 |
|
|
2021
Q1 | $608K | Hold |
7,200
| – | – | 0.06% | 228 |
|
|
2020
Q4 | $525K | Hold |
7,200
| – | – | 0.05% | 239 |
|
|
2020
Q3 | $421K | Sell |
7,200
-140
| -2% | -$8.19K | 0.05% | 242 |
|
|
2020
Q2 | $420K | Hold |
7,340
| – | – | 0.05% | 231 |
|
|
2020
Q1 | $372K | Hold |
7,340
| – | – | 0.06% | 221 |
|
|
2019
Q4 | $560K | Hold |
7,340
| – | – | 0.07% | 223 |
|
|
2019
Q3 | $528K | Hold |
7,340
| – | – | 0.07% | 217 |
|
|
2019
Q2 | $507K | Hold |
7,340
| – | – | 0.07% | 223 |
|
|
2019
Q1 | $474K | Hold |
7,340
| – | – | 0.06% | 235 |
|
|
2018
Q4 | $477K | Hold |
7,340
| – | – | 0.07% | 221 |
|
|
2018
Q3 | $509K | Hold |
7,340
| – | – | 0.06% | 236 |
|
|
2018
Q2 | $495K | Hold |
7,340
| – | – | 0.07% | 240 |
|
|
2018
Q1 | $510K | Buy |
7,340
+140
| +2% | +$9.73K | 0.06% | 232 |
|
|
2017
Q4 | $504K | Buy |
+7,200
| New | +$504K | 0.06% | 231 |
|