BWM
BCS 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 | $928K | Buy |
3,737
+137
| +4% | +$34K | 0.2% | 98 |
|
|
2025
Q1 | $953K | Hold |
3,600
| – | – | 0.25% | 85 |
|
|
2024
Q4 | $913K | Hold |
3,600
| – | – | 0.23% | 90 |
|
|
2024
Q3 | $1.02M | Hold |
3,600
| – | – | 0.43% | 56 |
|
|
2024
Q2 | $958K | Hold |
3,600
| – | – | 0.47% | 54 |
|
|
2024
Q1 | $974K | Buy |
3,600
+18
| +0.5% | +$4.87K | 0.31% | 78 |
|
|
2023
Q4 | $898K | Hold |
3,582
| – | – | 0.33% | 76 |
|
|
2023
Q3 | $842K | Hold |
3,582
| – | – | 0.35% | 73 |
|
|
2023
Q2 | $877K | Buy |
+3,582
| New | +$877K | 0.64% | 41 |
|
|
2023
Q1 | – | Sell |
-3,582
| Closed | -$889K | – | 200 |
|
|
2022
Q4 | $889K | Hold |
3,582
| – | – | 0.37% | 72 |
|
|
2022
Q3 | $801K | Hold |
3,582
| – | – | 0.38% | 68 |
|
|
2022
Q2 | $844K | Hold |
3,582
| – | – | 0.37% | 65 |
|
|
2022
Q1 | $911K | Hold |
3,582
| – | – | 0.38% | 64 |
|
|
2021
Q4 | $954K | Hold |
3,582
| – | – | 0.34% | 68 |
|
|
2021
Q3 | $885K | Buy |
3,582
+17
| +0.5% | +$4.2K | 0.38% | 58 |
|
|
2021
Q2 | $881K | Buy |
3,565
+29
| +0.8% | +$7.17K | 0.47% | 50 |
|
|
2021
Q1 | $809K | Hold |
3,536
| – | – | 0.38% | 57 |
|
|
2020
Q4 | $791K | Hold |
3,536
| – | – | 0.41% | 56 |
|
|
2020
Q3 | $721K | Buy |
3,536
+20
| +0.6% | +$4.08K | 0.41% | 52 |
|
|
2020
Q2 | $677K | Hold |
3,516
| – | – | 0.41% | 53 |
|
|
2020
Q1 | $584K | Hold |
3,516
| – | – | 0.41% | 49 |
|
|
2019
Q4 | $674K | Buy |
+3,516
| New | +$674K | 0.45% | 46 |
|