AWM
Avaii 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 | $311K | Sell |
1,252
-30
| -2% | -$7.45K | 0.14% | 96 |
|
|
2025
Q1 | $339K | Sell |
1,282
-175
| -12% | -$46.3K | 0.18% | 73 |
|
|
2024
Q4 | $370K | Sell |
1,457
-5
| -0.3% | -$1.27K | 0.18% | 75 |
|
|
2024
Q3 | $413K | Sell |
1,462
-66
| -4% | -$18.6K | 0.21% | 71 |
|
|
2024
Q2 | $406K | Hold |
1,528
| – | – | 0.23% | 80 |
|
|
2024
Q1 | $413K | Hold |
1,528
| – | – | 0.24% | 79 |
|
|
2023
Q4 | $383K | Sell |
1,528
-11
| -0.7% | -$2.76K | 0.25% | 90 |
|
|
2023
Q3 | $362K | Hold |
1,539
| – | – | 0.27% | 84 |
|
|
2023
Q2 | $377K | Sell |
1,539
-174
| -10% | -$42.6K | 0.29% | 81 |
|
|
2023
Q1 | $408K | Hold |
1,713
| – | – | 0.36% | 65 |
|
|
2022
Q4 | $425K | Buy |
1,713
+197
| +13% | +$48.9K | 0.38% | 61 |
|
|
2022
Q3 | $339K | Sell |
1,516
-43
| -3% | -$9.62K | 0.35% | 67 |
|
|
2022
Q2 | $367K | Hold |
1,559
| – | – | 0.39% | 54 |
|
|
2022
Q1 | $397K | Sell |
1,559
-23
| -1% | -$5.86K | 0.37% | 51 |
|
|
2021
Q4 | $421K | Buy |
+1,582
| New | +$421K | 0.42% | 52 |
|