AWA
Acorn Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Sell |
6,910
-6,500
| -48% | -$1.61M | 0.64% | 37 |
|
|
2025
Q1 | $3.55M | Sell |
13,410
-564
| -4% | -$149K | 1.48% | 14 |
|
|
2024
Q4 | $3.55M | Sell |
13,974
-1,689
| -11% | -$428K | 1.46% | 15 |
|
|
2024
Q3 | $4.42M | Buy |
15,663
+238
| +2% | +$67.2K | 1.9% | 10 |
|
|
2024
Q2 | $4.1M | Buy |
15,425
+136
| +0.9% | +$36.2K | 2.03% | 9 |
|
|
2024
Q1 | $4.14M | Buy |
15,289
+879
| +6% | +$238K | 2.16% | 10 |
|
|
2023
Q4 | $3.61M | Buy |
14,410
+458
| +3% | +$115K | 2.14% | 10 |
|
|
2023
Q3 | $3.28M | Buy |
13,952
+827
| +6% | +$194K | 2.18% | 8 |
|
|
2023
Q2 | $3.21M | Sell |
13,125
-98
| -0.7% | -$24K | 2.19% | 10 |
|
|
2023
Q1 | $3.15M | Buy |
13,223
+285
| +2% | +$68K | 2.33% | 8 |
|
|
2022
Q4 | $3.21M | Buy |
12,938
+1,139
| +10% | +$283K | 2.46% | 8 |
|
|
2022
Q3 | $2.64M | Buy |
11,799
+46
| +0.4% | +$10.3K | 2.16% | 8 |
|
|
2022
Q2 | $2.77M | Buy |
11,753
+333
| +3% | +$78.4K | 2.18% | 8 |
|
|
2022
Q1 | $2.91M | Buy |
11,420
+247
| +2% | +$62.8K | 2% | 11 |
|
|
2021
Q4 | $2.98M | Buy |
11,173
+3,412
| +44% | +$909K | 1.89% | 11 |
|
|
2021
Q3 | $1.92M | Buy |
7,761
+406
| +6% | +$100K | 1.34% | 17 |
|
|
2021
Q2 | $1.82M | Buy |
7,355
+761
| +12% | +$188K | 1.26% | 17 |
|
|
2021
Q1 | $1.51M | Buy |
6,594
+1,088
| +20% | +$249K | 1.08% | 21 |
|
|
2020
Q4 | $1.23M | Buy |
5,506
+1,958
| +55% | +$438K | 0.97% | 21 |
|
|
2020
Q3 | $724K | Buy |
3,548
+600
| +20% | +$122K | 0.63% | 41 |
|
|
2020
Q2 | $568K | Buy |
+2,948
| New | +$568K | 0.53% | 44 |
|