CWS
Cypress Wealth Services’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Sell |
809
-29
| -3% | -$7.2K | 0.04% | 305 |
|
|
2025
Q1 | $222K | Sell |
838
-59
| -7% | -$15.6K | 0.05% | 256 |
|
|
2024
Q4 | $228K | Sell |
897
-43
| -5% | -$10.9K | 0.05% | 245 |
|
|
2024
Q3 | $265K | Buy |
940
+1
| +0.1% | +$282 | 0.05% | 225 |
|
|
2024
Q2 | $250K | Hold |
939
| – | – | 0.06% | 218 |
|
|
2024
Q1 | $254K | Buy |
939
+1
| +0.1% | +$270 | 0.06% | 218 |
|
|
2023
Q4 | $235K | Buy |
938
+2
| +0.2% | +$501 | 0.06% | 215 |
|
|
2023
Q3 | $220K | Hold |
936
| – | – | 0.06% | 216 |
|
|
2023
Q2 | $227K | Buy |
936
+1
| +0.1% | +$243 | 0.06% | 215 |
|
|
2023
Q1 | $223K | Buy |
935
+1
| +0.1% | +$238 | 0.07% | 219 |
|
|
2022
Q4 | $232K | Buy |
934
+1
| +0.1% | +$248 | 0.07% | 208 |
|
|
2022
Q3 | $211K | Buy |
933
+1
| +0.1% | +$226 | 0.07% | 208 |
|
|
2022
Q2 | $220K | Buy |
932
+1
| +0.1% | +$236 | 0.07% | 206 |
|
|
2022
Q1 | $237K | Hold |
931
| – | – | 0.06% | 208 |
|
|
2021
Q4 | $248K | Buy |
931
+2
| +0.2% | +$533 | 0.07% | 199 |
|
|
2021
Q3 | $230K | Buy |
929
+50
| +6% | +$12.4K | 0.07% | 198 |
|
|
2021
Q2 | $217K | Sell |
879
-93
| -10% | -$23K | 0.06% | 243 |
|
|
2021
Q1 | $222K | Sell |
972
-100
| -9% | -$22.8K | 0.05% | 266 |
|
|
2020
Q4 | $240K | Buy |
+1,072
| New | +$240K | 0.05% | 242 |
|
|
2020
Q3 | – | Sell |
-1,070
| Closed | -$206K | – | 240 |
|
|
2020
Q2 | $206K | Buy |
+1,070
| New | +$206K | 0.05% | 250 |
|
|
2020
Q1 | – | Sell |
-1,069
| Closed | -$205K | – | 276 |
|
|
2019
Q4 | $205K | Buy |
+1,069
| New | +$205K | 0.05% | 241 |
|