AWM
Avior 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 | $450K | Sell |
1,814
-99
| -5% | -$24.6K | 0.02% | 456 |
|
|
2025
Q1 | $506K | Buy |
1,913
+2
| +0.1% | +$529 | 0.02% | 401 |
|
|
2024
Q4 | $485K | Sell |
1,911
-463
| -20% | -$118K | 0.02% | 454 |
|
|
2024
Q3 | $670K | Buy |
2,374
+148
| +7% | +$41.8K | 0.03% | 382 |
|
|
2024
Q2 | $592K | Sell |
2,226
-434
| -16% | -$115K | 0.03% | 390 |
|
|
2024
Q1 | $720K | Buy |
2,660
+569
| +27% | +$154K | 0.03% | 361 |
|
|
2023
Q4 | $524K | Buy |
2,091
+2
| +0.1% | +$502 | 0.03% | 334 |
|
|
2023
Q3 | $491K | Sell |
2,089
-652
| -24% | -$153K | 0.03% | 335 |
|
|
2023
Q2 | $671K | Sell |
2,741
-133
| -5% | -$32.6K | 0.04% | 277 |
|
|
2023
Q1 | $686K | Buy |
2,874
+342
| +14% | +$81.6K | 0.05% | 264 |
|
|
2022
Q4 | $628K | Buy |
2,532
+735
| +41% | +$182K | 0.05% | 253 |
|
|
2022
Q3 | $401K | Buy |
1,797
+48
| +3% | +$10.7K | 0.03% | 320 |
|
|
2022
Q2 | $411K | Buy |
1,749
+457
| +35% | +$107K | 0.04% | 291 |
|
|
2022
Q1 | $328K | Sell |
1,292
-44
| -3% | -$11.2K | 0.03% | 366 |
|
|
2021
Q4 | $355K | Buy |
1,336
+1,203
| +905% | +$320K | 0.03% | 368 |
|
|
2021
Q3 | $32K | Hold |
133
| – | – | ﹤0.01% | 605 |
|
|
2021
Q2 | $32K | Hold |
133
| – | – | ﹤0.01% | 589 |
|
|
2021
Q1 | $30K | Hold |
133
| – | – | ﹤0.01% | 583 |
|
|
2020
Q4 | $29K | Hold |
133
| – | – | ﹤0.01% | 562 |
|
|
2020
Q3 | $27K | Hold |
133
| – | – | ﹤0.01% | 558 |
|
|
2020
Q2 | $25K | Hold |
133
| – | – | ﹤0.01% | 546 |
|
|
2020
Q1 | $22K | Sell |
133
-41
| -24% | -$6.78K | ﹤0.01% | 509 |
|
|
2019
Q4 | $33K | Buy |
174
+41
| +31% | +$7.78K | 0.01% | 492 |
|
|
2019
Q3 | $22K | Hold |
133
| – | – | ﹤0.01% | 518 |
|
|
2019
Q2 | $23K | Hold |
133
| – | – | ﹤0.01% | 514 |
|
|
2019
Q1 | $22K | Hold |
133
| – | – | ﹤0.01% | 483 |
|
|
2018
Q4 | $21K | Hold |
133
| – | – | 0.01% | 518 |
|
|
2018
Q3 | $24K | Hold |
133
| – | – | 0.01% | 529 |
|
|
2018
Q2 | $21K | Hold |
133
| – | – | ﹤0.01% | 539 |
|
|
2018
Q1 | $20K | Hold |
133
| – | – | ﹤0.01% | 545 |
|
|
2017
Q4 | $21K | Hold |
133
| – | – | ﹤0.01% | 541 |
|
|
2017
Q3 | $20K | Hold |
133
| – | – | 0.01% | 277 |
|
|
2017
Q2 | $20K | Hold |
133
| – | – | 0.01% | 251 |
|
|
2017
Q1 | $18K | Hold |
133
| – | – | 0.01% | 304 |
|
|
2016
Q4 | $17K | Hold |
133
| – | – | 0.01% | 296 |
|
|
2016
Q3 | $18K | Hold |
133
| – | – | 0.01% | 303 |
|
|
2016
Q2 | $17K | Hold |
133
| – | – | 0.01% | 299 |
|
|
2016
Q1 | $16K | Hold |
133
| – | – | 0.01% | 310 |
|
|
2015
Q4 | $18K | Hold |
133
| – | – | 0.01% | 259 |
|
|
2015
Q3 | $16K | Hold |
133
| – | – | 0.01% | 251 |
|
|
2015
Q2 | $19K | Hold |
133
| – | – | 0.01% | 211 |
|
|
2015
Q1 | $18K | Buy |
+133
| New | +$18K | 0.01% | 208 |
|