CWA
Carolina Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-58
| Closed | -$15K | – | 329 |
|
|
2022
Q1 | $15K | Hold |
58
| – | – | 0.01% | 163 |
|
|
2021
Q4 | $15K | Hold |
58
| – | – | 0.01% | 171 |
|
|
2021
Q3 | $14K | Hold |
58
| – | – | 0.01% | 173 |
|
|
2021
Q2 | $14K | Buy |
58
+6
| +12% | +$1.45K | 0.01% | 180 |
|
|
2021
Q1 | $12K | Hold |
52
| – | – | 0.01% | 197 |
|
|
2020
Q4 | $12K | Buy |
+52
| New | +$12K | 0.01% | 140 |
|
|
2020
Q1 | – | Sell |
-73
| Closed | -$14K | – | 208 |
|
|
2019
Q4 | $14K | Buy |
+73
| New | +$14K | 0.01% | 119 |
|