CWA
Canvas Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Sell |
936
-212
| -18% | -$52.9K | 0.05% | 180 |
|
|
2025
Q1 | $282K | Buy |
1,148
+143
| +14% | +$35.1K | 0.07% | 143 |
|
|
2024
Q4 | $255K | Hold |
1,005
| – | – | 0.06% | 143 |
|
|
2024
Q3 | $285K | Hold |
1,005
| – | – | 0.08% | 130 |
|
|
2024
Q2 | $277K | Hold |
1,005
| – | – | 0.09% | 119 |
|
|
2024
Q1 | $254K | Hold |
1,005
| – | – | 0.09% | 121 |
|
|
2023
Q4 | $258K | Sell |
1,005
-205
| -17% | -$52.7K | 0.09% | 110 |
|
|
2023
Q3 | $281K | Buy |
1,210
+25
| +2% | +$5.8K | 0.12% | 99 |
|
|
2023
Q2 | $296K | Sell |
1,185
-176
| -13% | -$44K | 0.11% | 104 |
|
|
2023
Q1 | $331K | Sell |
1,361
-781
| -36% | -$190K | 0.14% | 99 |
|
|
2022
Q4 | $524K | Buy |
2,142
+13
| +0.6% | +$3.18K | 0.22% | 70 |
|
|
2022
Q3 | $513K | Buy |
2,129
+540
| +34% | +$130K | 0.22% | 69 |
|
|
2022
Q2 | $374K | Buy |
1,589
+42
| +3% | +$9.89K | 0.15% | 87 |
|
|
2022
Q1 | $370K | Buy |
1,547
+60
| +4% | +$14.4K | 0.13% | 106 |
|
|
2021
Q4 | $396K | Buy |
1,487
+587
| +65% | +$156K | 0.14% | 100 |
|
|
2021
Q3 | $222K | Buy |
900
+70
| +8% | +$17.3K | 0.09% | 110 |
|
|
2021
Q2 | $205K | Buy |
+830
| New | +$205K | 0.09% | 116 |
|