BWM
Birchcreek 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 | $321K | Sell |
1,293
-244
| -16% | -$60.6K | 0.18% | 88 |
|
|
2025
Q1 | $407K | Hold |
1,537
| – | – | 0.26% | 71 |
|
|
2024
Q4 | $390K | Buy |
1,537
+625
| +69% | +$159K | 0.24% | 81 |
|
|
2024
Q3 | $257K | Sell |
912
-867
| -49% | -$245K | 0.17% | 97 |
|
|
2024
Q2 | $473K | Sell |
1,779
-107
| -6% | -$28.5K | 0.27% | 80 |
|
|
2024
Q1 | $510K | Buy |
1,886
+190
| +11% | +$51.4K | 0.27% | 81 |
|
|
2023
Q4 | $425K | Hold |
1,696
| – | – | 0.25% | 85 |
|
|
2023
Q3 | $399K | Sell |
1,696
-49
| -3% | -$11.5K | 0.27% | 84 |
|
|
2023
Q2 | $427K | Buy |
1,745
+196
| +13% | +$48K | 0.3% | 83 |
|
|
2023
Q1 | $369K | Buy |
1,549
+521
| +51% | +$124K | 0.29% | 85 |
|
|
2022
Q4 | $255K | Hold |
1,028
| – | – | 0.23% | 105 |
|
|
2022
Q3 | $230K | Sell |
1,028
-15
| -1% | -$3.36K | 0.21% | 106 |
|
|
2022
Q2 | $246K | Hold |
1,043
| – | – | 0.22% | 101 |
|
|
2022
Q1 | $265K | Hold |
1,043
| – | – | 0.23% | 93 |
|
|
2021
Q4 | $278K | Hold |
1,043
| – | – | 0.24% | 93 |
|
|
2021
Q3 | $258K | Hold |
1,043
| – | – | 0.24% | 92 |
|
|
2021
Q2 | $258K | Buy |
1,043
+104
| +11% | +$25.7K | 0.25% | 93 |
|
|
2021
Q1 | $215K | Sell |
939
-20
| -2% | -$4.58K | 0.23% | 105 |
|
|
2020
Q4 | $214K | Buy |
+959
| New | +$214K | 0.21% | 93 |
|