WMG Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,079
| Closed | -$318K | – | 131 |
|
|
2023
Q1 | $318K | Sell |
4,079
-37
| -0.9% | -$2.88K | 0.26% | 69 |
|
|
2022
Q4 | $341K | Buy |
4,116
+36
| +0.9% | +$2.98K | 0.29% | 75 |
|
|
2022
Q3 | $299K | Sell |
4,080
-87
| -2% | -$6.38K | 0.27% | 78 |
|
|
2022
Q2 | $317K | Sell |
4,167
-176
| -4% | -$13.4K | 0.27% | 82 |
|
|
2022
Q1 | $408K | Buy |
4,343
+430
| +11% | +$40.4K | 0.3% | 81 |
|
|
2021
Q4 | $379K | Buy |
+3,913
| New | +$379K | 0.3% | 91 |
|