YorkBridge Wealth 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 |
-375
| Closed | -$26K | – | 628 |
|
|
2019
Q2 | $26K | Hold |
375
| – | – | 0.01% | 438 |
|
|
2019
Q1 | $24K | Hold |
375
| – | – | 0.01% | 447 |
|
|
2018
Q4 | $22K | Hold |
375
| – | – | 0.01% | 448 |
|
|
2018
Q3 | $26K | Hold |
375
| – | – | 0.01% | 465 |
|
|
2018
Q2 | $25K | Hold |
375
| – | – | 0.01% | 480 |
|
|
2018
Q1 | $26K | Hold |
375
| – | – | 0.01% | 464 |
|
|
2017
Q4 | $26K | Buy |
+375
| New | +$26K | 0.01% | 457 |
|