BWM
Bulltick Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-60,111
| Closed | -$16.3M | – | 115 |
|
|
2024
Q1 | $16.3M | Sell |
60,111
-1,680
| -3% | -$454K | 2.78% | 7 |
|
|
2023
Q4 | $15.5M | Sell |
61,791
-2,155
| -3% | -$540K | 3.52% | 4 |
|
|
2023
Q3 | $15.1M | Sell |
63,946
-3,695
| -5% | -$872K | 3.63% | 4 |
|
|
2023
Q2 | $16.6M | Sell |
67,641
-70
| -0.1% | -$17.2K | 3.69% | 3 |
|
|
2023
Q1 | $16.1M | Sell |
67,711
-1,515
| -2% | -$361K | 4.19% | 2 |
|
|
2022
Q4 | $17.2M | Sell |
69,226
-2,670
| -4% | -$662K | 4.88% | 1 |
|
|
2022
Q3 | $16.1M | Hold |
71,896
| – | – | 4.84% | 2 |
|
|
2022
Q2 | $16.9M | Buy |
71,896
+30
| +0% | +$7.07K | 4.53% | 2 |
|
|
2022
Q1 | $18.3M | Buy |
71,866
+26,595
| +59% | +$6.77M | 4.12% | 3 |
|
|
2021
Q4 | $12.1M | Sell |
45,271
-627
| -1% | -$167K | 2.39% | 16 |
|
|
2021
Q3 | $11.4M | Sell |
45,898
-2,130
| -4% | -$528K | 2.59% | 15 |
|
|
2021
Q2 | $11.9M | Buy |
48,028
+4,830
| +11% | +$1.19M | 2.74% | 13 |
|
|
2021
Q1 | $9.88M | Buy |
43,198
+2,163
| +5% | +$495K | 2.74% | 16 |
|
|
2020
Q4 | $9.18M | Buy |
+41,035
| New | +$9.18M | 2.7% | 18 |
|