CWP
Concord Wealth Partners’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4
| Closed | -$1.05K | – | 902 |
|
|
2025
Q1 | $1.05K | Buy |
+4
| New | +$1.05K | ﹤0.01% | 726 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | -$251 | – | 909 |
|
|
2023
Q4 | $251 | Hold |
1
| – | – | ﹤0.01% | 791 |
|
|
2023
Q3 | $235 | Hold |
1
| – | – | ﹤0.01% | 1009 |
|
|
2023
Q2 | $245 | Buy |
+1
| New | +$245 | ﹤0.01% | 1015 |
|