CPA
Clear Point 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 | $640K | Hold |
2,576
| – | – | 0.54% | 53 |
|
|
2025
Q1 | $682K | Buy |
2,576
+59
| +2% | +$15.6K | 0.61% | 45 |
|
|
2024
Q4 | $638K | Sell |
2,517
-59
| -2% | -$15K | 0.55% | 55 |
|
|
2024
Q3 | $727K | Buy |
2,576
+13
| +0.5% | +$3.67K | 0.56% | 45 |
|
|
2024
Q2 | $682K | Hold |
2,563
| – | – | 0.56% | 47 |
|
|
2024
Q1 | $693K | Buy |
2,563
+41
| +2% | +$11.1K | 0.57% | 47 |
|
|
2023
Q4 | $632K | Buy |
+2,522
| New | +$632K | 0.56% | 47 |
|