Clear Perspectives Financial Planning’s Vanguard Health Care ETF VHT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$235K Sell
2022
Q4
$254K Hold
2022
Q3
$229K Hold
2022
Q2
$241K Hold
2022
Q1
$261K Hold
2021
Q4
$273K Sell
2021
Q3
$266K Hold
2021
Q2
$266K Hold
2021
Q1
$246K Sell
2020
Q4
$268K Buy