AWA
Alta 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 | $593K | Sell |
2,386
-248
| -9% | -$61.6K | 0.28% | 60 |
|
|
2025
Q1 | $697K | Sell |
2,634
-30
| -1% | -$7.94K | 0.32% | 61 |
|
|
2024
Q4 | $676K | Sell |
2,664
-32
| -1% | -$8.12K | 0.3% | 63 |
|
|
2024
Q3 | $761K | Sell |
2,696
-40
| -1% | -$11.3K | 0.35% | 63 |
|
|
2024
Q2 | $728K | Hold |
2,736
| – | – | 0.36% | 63 |
|
|
2024
Q1 | $740K | Buy |
2,736
+420
| +18% | +$114K | 0.38% | 62 |
|
|
2023
Q4 | $581K | Sell |
2,316
-120
| -5% | -$30.1K | 0.32% | 74 |
|
|
2023
Q3 | $573K | Sell |
2,436
-100
| -4% | -$23.5K | 0.35% | 78 |
|
|
2023
Q2 | $621K | Sell |
2,536
-250
| -9% | -$61.2K | 0.36% | 76 |
|
|
2023
Q1 | $664K | Sell |
2,786
-75
| -3% | -$17.9K | 0.42% | 74 |
|
|
2022
Q4 | $710K | Buy |
+2,861
| New | +$710K | 0.48% | 70 |
|