AWM
Axxcess 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 | $1.16M | Buy |
4,663
+77
| +2% | +$19.1K | 0.03% | 392 |
|
|
2025
Q1 | $1.21M | Buy |
4,586
+1,338
| +41% | +$354K | 0.03% | 347 |
|
|
2024
Q4 | $824K | Buy |
3,248
+20
| +0.6% | +$5.07K | 0.02% | 439 |
|
|
2024
Q3 | $911K | Sell |
3,228
-526
| -14% | -$148K | 0.02% | 406 |
|
|
2024
Q2 | $999K | Sell |
3,754
-293
| -7% | -$77.9K | 0.03% | 376 |
|
|
2024
Q1 | $1.09M | Sell |
4,047
-187
| -4% | -$50.6K | 0.03% | 353 |
|
|
2023
Q4 | $1.06M | Buy |
4,234
+1,832
| +76% | +$459K | 0.03% | 344 |
|
|
2023
Q3 | $565K | Buy |
+2,402
| New | +$565K | 0.02% | 442 |
|
|
2022
Q2 | – | Sell |
-11,468
| Closed | -$2.92M | – | 673 |
|
|
2022
Q1 | $2.92M | Buy |
11,468
+308
| +3% | +$78.3K | 0.23% | 87 |
|
|
2021
Q4 | $2.97M | Buy |
+11,160
| New | +$2.97M | 0.22% | 85 |
|