AWP
Ascent Wealth Partners’s Vanguard Health Care ETF VHT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-825
| Closed | -$209K | – | 171 |
|
2024
Q4 | $209K | Hold |
825
| – | – | 0.03% | 162 |
|
2024
Q3 | $233K | Hold |
825
| – | – | 0.03% | 147 |
|
2024
Q2 | $219K | Hold |
825
| – | – | 0.03% | 153 |
|
2024
Q1 | $223K | Hold |
825
| – | – | 0.03% | 156 |
|
2023
Q4 | $207K | Buy |
+825
| New | +$207K | 0.03% | 156 |
|