AWM
Aevitas Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.64M | Buy |
14,664
+32
| +0.2% | +$7.94K | 2.15% | 12 |
|
|
2022
Q3 | $3.27M | Sell |
14,632
-228
| -2% | -$51K | 2.46% | 11 |
|
|
2022
Q2 | $3.5M | Sell |
14,860
-106
| -0.7% | -$25K | 2.37% | 11 |
|
|
2022
Q1 | $3.81M | Sell |
14,966
-3,953
| -21% | -$1.01M | 2.33% | 11 |
|
|
2021
Q4 | $5.04M | Sell |
18,919
-781
| -4% | -$208K | 3% | 7 |
|
|
2021
Q3 | $4.87M | Hold |
19,700
| – | – | 3.11% | 7 |
|
|
2021
Q2 | $4.87M | Sell |
19,700
-63
| -0.3% | -$15.6K | 3.11% | 7 |
|
|
2021
Q1 | $4.52M | Buy |
19,763
+7
| +0% | +$1.6K | 3.15% | 7 |
|
|
2020
Q4 | $4.42M | Sell |
19,756
-106
| -0.5% | -$23.7K | 3.24% | 7 |
|
|
2020
Q3 | $4.05M | Sell |
19,862
-26
| -0.1% | -$5.3K | 3.34% | 7 |
|
|
2020
Q2 | $3.83M | Buy |
19,888
+584
| +3% | +$113K | 3.54% | 7 |
|
|
2020
Q1 | $3.21M | Sell |
19,304
-441
| -2% | -$73.2K | 3.59% | 6 |
|
|
2019
Q4 | $3.79M | Sell |
19,745
-857
| -4% | -$164K | 3.56% | 6 |
|
|
2019
Q3 | $3.46M | Sell |
20,602
-1,125
| -5% | -$189K | 3.46% | 6 |
|
|
2019
Q2 | $3.78M | Sell |
21,727
-1,862
| -8% | -$324K | 3.8% | 6 |
|
|
2019
Q1 | $4.07M | Buy |
23,589
+116
| +0.5% | +$20K | 3.62% | 4 |
|
|
2018
Q4 | $3.77M | Buy |
23,473
+1,692
| +8% | +$272K | 3.86% | 2 |
|
|
2018
Q3 | $3.93M | Buy |
21,781
+132
| +0.6% | +$23.8K | 3.56% | 2 |
|
|
2018
Q2 | $3.45M | Buy |
21,649
+242
| +1% | +$38.5K | 3.35% | 2 |
|
|
2018
Q1 | $3.29M | Sell |
21,407
-902
| -4% | -$139K | 3.28% | 3 |
|
|
2017
Q4 | $3.44M | Buy |
+22,309
| New | +$3.44M | 3.26% | 3 |
|