BOPW
Brandywine Oak Private Wealth’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $733K | Sell |
2,951
-7
| -0.2% | -$1.74K | 0.07% | 121 |
|
|
2025
Q1 | $783K | Hold |
2,958
| – | – | 0.08% | 116 |
|
|
2024
Q4 | $750K | Sell |
2,958
-3
| -0.1% | -$761 | 0.07% | 117 |
|
|
2024
Q3 | $836K | Buy |
2,961
+18
| +0.6% | +$5.08K | 0.08% | 111 |
|
|
2024
Q2 | $783K | Sell |
2,943
-1
| -0% | -$266 | 0.08% | 111 |
|
|
2024
Q1 | $796K | Hold |
2,944
| – | – | 0.08% | 107 |
|
|
2023
Q4 | $738K | Sell |
2,944
-471
| -14% | -$118K | 0.08% | 112 |
|
|
2023
Q3 | $803K | Sell |
3,415
-4
| -0.1% | -$940 | 0.09% | 107 |
|
|
2023
Q2 | $837K | Sell |
3,419
-1,800
| -34% | -$441K | 0.09% | 106 |
|
|
2023
Q1 | $1.24M | Buy |
5,219
+36
| +0.7% | +$8.58K | 0.15% | 84 |
|
|
2022
Q4 | $1.29M | Sell |
5,183
-1,751
| -25% | -$434K | 0.16% | 77 |
|
|
2022
Q3 | $1.55M | Sell |
6,934
-485
| -7% | -$108K | 0.21% | 70 |
|
|
2022
Q2 | $1.75M | Sell |
7,419
-69,895
| -90% | -$16.5M | 0.22% | 71 |
|
|
2022
Q1 | $19.7M | Sell |
77,314
-675
| -0.9% | -$172K | 2.25% | 11 |
|
|
2021
Q4 | $20.7M | Sell |
77,989
-2,611
| -3% | -$694K | 2.26% | 9 |
|
|
2021
Q3 | $19.4M | Buy |
80,600
+202
| +0.3% | +$48.5K | 2.25% | 10 |
|
|
2021
Q2 | $19.9M | Sell |
80,398
-2,307
| -3% | -$570K | 2.32% | 12 |
|
|
2021
Q1 | $18.9M | Sell |
82,705
-13,891
| -14% | -$3.18M | 2.79% | 10 |
|
|
2020
Q4 | $21.6M | Buy |
96,596
+1,906
| +2% | +$426K | 3.29% | 7 |
|
|
2020
Q3 | $19.3M | Sell |
94,690
-32,948
| -26% | -$6.72M | 3.23% | 7 |
|
|
2020
Q2 | $24.6M | Sell |
127,638
-4,498
| -3% | -$867K | 4.37% | 5 |
|
|
2020
Q1 | $22M | Buy |
132,136
+129,025
| +4,147% | +$21.5M | 4.54% | 5 |
|
|
2019
Q4 | $596K | Buy |
3,111
+1,028
| +49% | +$197K | 0.11% | 97 |
|
|
2019
Q3 | $349K | Buy |
2,083
+143
| +7% | +$24K | 0.07% | 146 |
|
|
2019
Q2 | $337K | Hold |
1,940
| – | – | 0.07% | 146 |
|
|
2019
Q1 | $334K | Buy |
1,940
+1,529
| +372% | +$263K | 0.07% | 142 |
|
|
2018
Q4 | $66K | Buy |
+411
| New | +$66K | 0.01% | 331 |
|