CSWM
Cassady Schiller 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
Q4 | $114K | Hold |
450
| – | – | 0.04% | 155 |
|
|
2024
Q3 | $127K | Hold |
450
| – | – | 0.05% | 147 |
|
|
2024
Q2 | $120K | Hold |
450
| – | – | 0.05% | 144 |
|
|
2024
Q1 | $122K | Hold |
450
| – | – | 0.05% | 143 |
|
|
2023
Q4 | $113K | Hold |
450
| – | – | 0.06% | 142 |
|
|
2023
Q3 | $106K | Hold |
450
| – | – | 0.06% | 143 |
|
|
2023
Q2 | $110K | Hold |
450
| – | – | 0.06% | 139 |
|
|
2023
Q1 | $107K | Hold |
450
| – | – | 0.05% | 140 |
|
|
2022
Q4 | $112K | Buy |
+450
| New | +$112K | 0.07% | 125 |
|
|
2022
Q1 | – | Sell |
-675
| Closed | -$180K | – | 578 |
|
|
2021
Q4 | $180K | Buy |
+675
| New | +$180K | 0.11% | 106 |
|