CWM
Campbell Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-2,526
| Closed | -$578K | – | 71 |
|
2021
Q1 | $578K | Buy |
2,526
+152
| +6% | +$34.8K | 0.08% | 27 |
|
2020
Q4 | $531K | Sell |
2,374
-91
| -4% | -$20.4K | 0.08% | 27 |
|
2020
Q3 | $503K | Buy |
2,465
+54
| +2% | +$11K | 0.08% | 27 |
|
2020
Q2 | $465K | Buy |
2,411
+52
| +2% | +$10K | 0.08% | 26 |
|
2020
Q1 | $392K | Buy |
2,359
+548
| +30% | +$91.1K | 0.09% | 28 |
|
2019
Q4 | $347K | Buy |
1,811
+49
| +3% | +$9.39K | 0.07% | 36 |
|
2019
Q3 | $296K | Buy |
1,762
+327
| +23% | +$54.9K | 0.07% | 44 |
|
2019
Q2 | $250K | Buy |
+1,435
| New | +$250K | 0.06% | 52 |
|