BWA
BDO Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $234K | Sell |
956
-40
| -4% | -$9.79K | 0.03% | 245 |
|
|
2023
Q1 | $238K | Sell |
996
-16
| -2% | -$3.82K | 0.03% | 236 |
|
|
2022
Q4 | $251K | Hold |
1,012
| – | – | 0.03% | 235 |
|
|
2022
Q3 | $226K | Sell |
1,012
-425
| -30% | -$94.9K | 0.03% | 238 |
|
|
2022
Q2 | $338K | Hold |
1,437
| – | – | 0.04% | 203 |
|
|
2022
Q1 | $366K | Sell |
1,437
-75
| -5% | -$19.1K | 0.04% | 207 |
|
|
2021
Q4 | $403K | Buy |
1,512
+254
| +20% | +$67.7K | 0.04% | 205 |
|
|
2021
Q3 | $311K | Sell |
1,258
-225
| -15% | -$55.6K | 0.03% | 229 |
|
|
2021
Q2 | $366K | Buy |
1,483
+20
| +1% | +$4.94K | 0.04% | 223 |
|
|
2021
Q1 | $335K | Sell |
1,463
-292
| -17% | -$66.9K | 0.04% | 220 |
|
|
2020
Q4 | $393K | Sell |
1,755
-145
| -8% | -$32.5K | 0.06% | 169 |
|
|
2020
Q3 | $388K | Sell |
1,900
-330
| -15% | -$67.4K | 0.06% | 152 |
|
|
2020
Q2 | $430K | Buy |
2,230
+71
| +3% | +$13.7K | 0.08% | 135 |
|
|
2020
Q1 | $359K | Buy |
2,159
+185
| +9% | +$30.8K | 0.07% | 144 |
|
|
2019
Q4 | $378K | Buy |
1,974
+465
| +31% | +$89K | 0.1% | 125 |
|
|
2019
Q3 | $253K | Buy |
1,509
+25
| +2% | +$4.19K | 0.06% | 169 |
|
|
2019
Q2 | $258K | Sell |
1,484
-116
| -7% | -$20.2K | 0.07% | 162 |
|
|
2019
Q1 | $276K | Buy |
1,600
+100
| +7% | +$17.3K | 0.08% | 145 |
|
|
2018
Q4 | $241K | Sell |
1,500
-100
| -6% | -$16.1K | 0.08% | 135 |
|
|
2018
Q3 | $289K | Hold |
1,600
| – | – | 0.09% | 127 |
|
|
2018
Q2 | $255K | Hold |
1,600
| – | – | 0.09% | 136 |
|
|
2018
Q1 | $246K | Buy |
1,600
+225
| +16% | +$34.6K | 0.09% | 116 |
|
|
2017
Q4 | $212K | Buy |
1,375
+525
| +62% | +$80.9K | 0.1% | 109 |
|
|
2017
Q3 | $129K | Sell |
850
-35
| -4% | -$5.31K | 0.06% | 125 |
|
|
2017
Q2 | $130K | Buy |
+885
| New | +$130K | 0.06% | 147 |
|