BAM
Baldrige Asset Management’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $82K | Sell |
343
-53
| -13% | -$12.7K | 0.03% | 154 |
|
|
2022
Q4 | $98K | Hold |
396
| – | – | 0.04% | 140 |
|
|
2022
Q3 | $89K | Hold |
396
| – | – | 0.04% | 139 |
|
|
2022
Q2 | $93K | Hold |
396
| – | – | 0.04% | 141 |
|
|
2022
Q1 | $101K | Sell |
396
-40
| -9% | -$10.2K | 0.04% | 142 |
|
|
2021
Q4 | $116K | Hold |
436
| – | – | 0.05% | 127 |
|
|
2021
Q3 | $108K | Hold |
436
| – | – | 0.05% | 124 |
|
|
2021
Q2 | $108K | Buy |
+436
| New | +$108K | 0.05% | 125 |
|
|
2020
Q1 | – | Sell |
-436
| Closed | -$84K | – | 87 |
|
|
2019
Q4 | $84K | Hold |
436
| – | – | 0.07% | 74 |
|
|
2019
Q3 | $73K | Sell |
436
-185
| -30% | -$31K | 0.06% | 73 |
|
|
2019
Q2 | $108K | Hold |
621
| – | – | 0.1% | 68 |
|
|
2019
Q1 | $107K | Buy |
+621
| New | +$107K | 0.1% | 65 |
|