WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $116K | Buy |
1,862
+112
| +6% | +$6.98K | 0.03% | 498 |
|
|
2017
Q1 | $106K | Buy |
1,750
+410
| +31% | +$24.8K | 0.03% | 469 |
|
|
2016
Q4 | $80K | Hold |
1,340
| – | – | 0.02% | 592 |
|
|
2016
Q3 | $66K | Hold |
1,340
| – | – | 0.02% | 637 |
|
|
2016
Q2 | $63K | Buy |
1,340
+855
| +176% | +$40.2K | 0.02% | 633 |
|
|
2016
Q1 | $22K | Sell |
485
-19
| -4% | -$862 | 0.01% | 870 |
|
|
2015
Q4 | $24K | Buy |
504
+100
| +25% | +$4.76K | 0.01% | 847 |
|
|
2015
Q3 | $19K | Sell |
404
-617
| -60% | -$29K | 0.01% | 912 |
|
|
2015
Q2 | $51K | Buy |
1,021
+617
| +153% | +$30.8K | 0.01% | 722 |
|
|
2015
Q1 | $20K | Sell |
404
-21
| -5% | -$1.04K | 0.01% | 992 |
|
|
2014
Q4 | $21K | Sell |
425
-250
| -37% | -$12.4K | ﹤0.01% | 1209 |
|
|
2014
Q3 | $31K | Hold |
675
| – | – | 0.01% | 1105 |
|
|
2014
Q2 | $31K | Sell |
675
-109
| -14% | -$5.01K | 0.01% | 1096 |
|
|
2014
Q1 | $36K | Buy |
784
+149
| +23% | +$6.84K | 0.01% | 1031 |
|
|
2013
Q4 | $28K | Sell |
635
-261
| -29% | -$11.5K | ﹤0.01% | 1207 |
|
|
2013
Q3 | $37K | Buy |
896
+511
| +133% | +$21.1K | 0.01% | 1044 |
|
|
2013
Q2 | $15K | Buy |
+385
| New | +$15K | ﹤0.01% | 1329 |
|