Baldwin Wealth Partners’s Vanguard Health Care ETF VHT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-59	Closed	-$16.6K	–	993
2024 Q3	$16.6K	Hold	59	–	–	﹤0.01%	724
2024 Q2	$15.7K	Sell	59 -19	-24%	-$4.98K	﹤0.01%	495
2024 Q1	$21.1K	Sell	78 -37	-32%	-$9.72K	﹤0.01%	480
2023 Q4	$28.8K	Sell	115 -64	-36%	-$15.2K	﹤0.01%	453
2023 Q3	$42.1K	Hold	179	–	–	﹤0.01%	421
2023 Q2	$43.8K	Sell	179 -55	-24%	-$13.4K	﹤0.01%	428
2023 Q1	$55.8K	Hold	234	–	–	﹤0.01%	416
2022 Q4	$58K	Hold	234	–	–	0.01%	395
2022 Q3	$52K	Hold	234	–	–	0.01%	328
2022 Q2	$55K	Sell	234 -20	-8%	-$4.82K	0.01%	344
2022 Q1	$65K	Buy	254 +55	+28%	+$13.6K	0.01%	336
2021 Q4	$53K	Hold	199	–	–	0.01%	339
2021 Q3	$49K	Buy	199 +7	+4%	+$1.8K	0.01%	352
2021 Q2	$47K	Hold	192	–	–	0.01%	366
2021 Q1	$44K	Hold	192	–	–	0.01%	356
2020 Q4	$43K	Hold	192	–	–	0.01%	337
2020 Q3	$39K	Hold	192	–	–	0.01%	324
2020 Q2	$37K	Hold	192	–	–	0.01%	328
2020 Q1	$32K	Hold	192	–	–	0.01%	331
2019 Q4	$37K	Hold	192	–	–	0.01%	357
2019 Q3	$32K	Hold	192	–	–	﹤0.01%	361
2019 Q2	$33K	Sell	192 -10	-5%	-$1.69K	﹤0.01%	351
2019 Q1	$35K	Hold	202	–	–	0.01%	341
2018 Q4	$32K	Hold	202	–	–	0.01%	332
2018 Q3	$36K	Hold	202	–	–	0.01%	348
2018 Q2	$32K	Hold	202	–	–	0.01%	354
2018 Q1	$31K	Sell	202 -50	-20%	-$7.98K	0.01%	346
2017 Q4	$39K	Hold	252	–	–	0.01%	325
2017 Q3	$38K	Hold	252	–	–	0.01%	310
2017 Q2	$37K	Hold	252	–	–	0.01%	325
2017 Q1	$35K	Hold	252	–	–	0.01%	326
2016 Q4	$32K	Hold	252	–	–	0.01%	331
2016 Q3	$33K	Hold	252	–	–	0.01%	336
2016 Q2	$33K	Hold	252	–	–	0.01%	295
2016 Q1	$31K	Buy	+252	New	+$30.6K	0.01%	330