WAM
Worth Asset Management’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,490
| Closed | -$202K | – | 416 |
|
|
2023
Q2 | $202K | Hold |
2,490
| – | – | 0.15% | 82 |
|
|
2023
Q1 | $194K | Hold |
2,490
| – | – | 0.15% | 88 |
|
|
2022
Q4 | $206K | Hold |
2,490
| – | – | 0.14% | 73 |
|
|
2022
Q3 | $185K | Hold |
2,490
| – | – | 0.14% | 61 |
|
|
2022
Q2 | $192K | Buy |
+2,490
| New | +$192K | 0.13% | 74 |
|