CWA
Cascade 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 | $204K | Sell |
846
-1,361
| -62% | -$328K | 0.12% | 55 |
|
|
2025
Q1 | $552K | Sell |
2,207
-12,976
| -85% | -$3.24M | 0.38% | 29 |
|
|
2024
Q4 | $3.85M | Buy |
15,183
+2,407
| +19% | +$611K | 2.61% | 17 |
|
|
2024
Q3 | $3.61M | Buy |
12,776
+956
| +8% | +$270K | 2.58% | 16 |
|
|
2024
Q2 | $3.23M | Buy |
11,820
+6,818
| +136% | +$1.87M | 2.39% | 16 |
|
|
2024
Q1 | $1.27M | Buy |
+5,002
| New | +$1.27M | 1.08% | 27 |
|