CWA
CJM Wealth Advisers’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,213
| Closed | -$289K | – | 58 |
|
|
2023
Q1 | $289K | Sell |
1,213
-164
| -12% | -$39.1K | 0.16% | 41 |
|
|
2022
Q4 | $342K | Hold |
1,377
| – | – | 0.21% | 37 |
|
|
2022
Q3 | $308K | Buy |
1,377
+1
| +0.1% | +$224 | 0.22% | 40 |
|
|
2022
Q2 | $324K | Sell |
1,376
-218
| -14% | -$51.4K | 0.23% | 40 |
|
|
2022
Q1 | $406K | Sell |
1,594
-201
| -11% | -$51.1K | 0.28% | 38 |
|
|
2021
Q4 | $478K | Buy |
+1,795
| New | +$478K | 0.34% | 37 |
|