Bridgewealth Advisory Group’s Vanguard Health Care ETF VHT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-754
| Closed | -$213K | – | 118 |
|
|
2024
Q3 | $213K | Sell |
754
-60
| -7% | -$16.9K | 0.08% | 80 |
|
|
2024
Q2 | $216K | Buy |
814
+25
| +3% | +$6.65K | 0.1% | 63 |
|
|
2024
Q1 | $213K | Sell |
789
-68
| -8% | -$18.4K | 0.1% | 72 |
|
|
2023
Q4 | $215K | Sell |
857
-95
| -10% | -$23.8K | 0.16% | 72 |
|
|
2023
Q3 | $224K | Buy |
952
+4
| +0.4% | +$940 | 0.27% | 55 |
|
|
2023
Q2 | $232K | Sell |
948
-91
| -9% | -$22.3K | 0.38% | 47 |
|
|
2023
Q1 | $248K | Sell |
1,039
-32
| -3% | -$7.63K | 0.46% | 44 |
|
|
2022
Q4 | $266K | Buy |
+1,071
| New | +$266K | 0.52% | 39 |
|