CWM
Collaborative Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $456K | Sell |
1,838
-58
| -3% | -$14.4K | 0.2% | 97 |
|
|
2025
Q1 | $502K | Sell |
1,896
-40
| -2% | -$10.6K | 0.23% | 85 |
|
|
2024
Q4 | $491K | Sell |
1,936
-100
| -5% | -$25.4K | 0.22% | 93 |
|
|
2024
Q3 | $575K | Sell |
2,036
-38
| -2% | -$10.7K | 0.26% | 87 |
|
|
2024
Q2 | $552K | Sell |
2,074
-100
| -5% | -$26.6K | 0.27% | 83 |
|
|
2024
Q1 | $588K | Sell |
2,174
-85
| -4% | -$23K | 0.29% | 76 |
|
|
2023
Q4 | $566K | Sell |
2,259
-175
| -7% | -$43.9K | 0.31% | 74 |
|
|
2023
Q3 | $572K | Sell |
2,434
-269
| -10% | -$63.2K | 0.34% | 74 |
|
|
2023
Q2 | $662K | Sell |
2,703
-90
| -3% | -$22K | 0.39% | 67 |
|
|
2023
Q1 | $666K | Sell |
2,793
-319
| -10% | -$76.1K | 0.42% | 64 |
|
|
2022
Q4 | $772K | Sell |
3,112
-365
| -10% | -$90.5K | 0.51% | 58 |
|
|
2022
Q3 | $778K | Hold |
3,477
| – | – | 0.55% | 51 |
|
|
2022
Q2 | $819K | Buy |
+3,477
| New | +$819K | 0.54% | 57 |
|
|
2021
Q4 | $905K | Buy |
+3,398
| New | +$905K | 0.5% | 62 |
|
|
2021
Q1 | $884K | Buy |
+3,477
| New | +$884K | 0.51% | 59 |
|