Welch Capital 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
2019
Q3
Sell
-11,370
Closed -$785K 30
2019
Q2
$785K Sell
11,370
-57,270
-83% -$3.95M 0.27% 19
2019
Q1
$4.43M Sell
68,640
-25,600
-27% -$1.65M 1.51% 15
2018
Q4
$5.59M Buy
+94,240
New +$5.59M 2.14% 14