AWM
Atticus Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108K | Buy |
435
+1
| +0.2% | +$249 | 0.03% | 237 |
|
|
2025
Q1 | $115K | Buy |
434
+1
| +0.2% | +$265 | 0.04% | 149 |
|
|
2024
Q4 | $110K | Sell |
433
-12
| -3% | -$3.04K | 0.03% | 158 |
|
|
2024
Q3 | $126K | Buy |
445
+1
| +0.2% | +$282 | 0.04% | 152 |
|
|
2024
Q2 | $118K | Sell |
444
-75
| -14% | -$19.9K | 0.04% | 150 |
|
|
2024
Q1 | $140K | Buy |
519
+1
| +0.2% | +$270 | 0.05% | 139 |
|
|
2023
Q4 | $130K | Sell |
518
-73
| -12% | -$18.3K | 0.05% | 146 |
|
|
2023
Q3 | $139K | Sell |
591
-64
| -10% | -$15K | 0.05% | 150 |
|
|
2023
Q2 | $160K | Buy |
655
+80
| +14% | +$19.6K | 0.06% | 146 |
|
|
2023
Q1 | $137K | Sell |
575
-483
| -46% | -$115K | 0.05% | 149 |
|
|
2022
Q4 | $262K | Buy |
1,058
+173
| +20% | +$42.9K | 0.11% | 113 |
|
|
2022
Q3 | $208K | Hold |
885
| – | – | 0.1% | 114 |
|
|
2022
Q2 | $208K | Buy |
885
+368
| +71% | +$86.5K | 0.09% | 130 |
|
|
2022
Q1 | $132K | Buy |
517
+66
| +15% | +$16.9K | 0.05% | 173 |
|
|
2021
Q4 | $120K | Sell |
451
-98
| -18% | -$26.1K | 0.05% | 157 |
|
|
2021
Q3 | $136K | Hold |
549
| – | – | 0.06% | 128 |
|
|
2021
Q2 | $136K | Sell |
549
-162
| -23% | -$40.1K | 0.06% | 142 |
|
|
2021
Q1 | $163K | Hold |
711
| – | – | 0.08% | 119 |
|
|
2020
Q4 | $159K | Buy |
711
+12
| +2% | +$2.68K | 0.08% | 120 |
|
|
2020
Q3 | $143K | Sell |
699
-544
| -44% | -$111K | 0.09% | 107 |
|
|
2020
Q2 | $239K | Buy |
1,243
+104
| +9% | +$20K | 0.16% | 78 |
|
|
2020
Q1 | $189K | Sell |
1,139
-303
| -21% | -$50.3K | 0.15% | 80 |
|
|
2019
Q4 | $276K | Buy |
+1,442
| New | +$276K | 0.18% | 72 |
|