AFA
Atlas Financial Advisors’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $381K | Buy |
1,500
+220
| +17% | +$55.8K | 0.59% | 25 |
|
|
2024
Q3 | $361K | Buy |
1,280
+285
| +29% | +$80.4K | 0.57% | 25 |
|
|
2024
Q2 | $265K | Sell |
995
-54
| -5% | -$14.4K | 0.44% | 27 |
|
|
2024
Q1 | $284K | Buy |
1,049
+44
| +4% | +$11.9K | 0.44% | 25 |
|
|
2023
Q4 | $252K | Sell |
1,005
-1,038
| -51% | -$260K | 0.41% | 26 |
|
|
2023
Q3 | $480K | Buy |
2,043
+961
| +89% | +$226K | 0.38% | 21 |
|
|
2023
Q2 | $265K | Sell |
1,082
-1
| -0.1% | -$245 | 0.37% | 20 |
|
|
2023
Q1 | $258K | Buy |
1,083
+49
| +5% | +$11.7K | 0.35% | 18 |
|
|
2022
Q4 | $256K | Buy |
+1,034
| New | +$256K | 0.35% | 18 |
|