DWM
Destination 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 | $4.6M | Buy |
18,526
+228
| +1% | +$56.6K | 0.13% | 99 |
|
|
2025
Q1 | $4.84M | Buy |
18,298
+253
| +1% | +$67K | 0.15% | 97 |
|
|
2024
Q4 | $4.58M | Buy |
18,045
+368
| +2% | +$93.4K | 0.14% | 97 |
|
|
2024
Q3 | $4.99M | Sell |
17,677
-278
| -2% | -$78.5K | 0.15% | 93 |
|
|
2024
Q2 | $4.78M | Buy |
17,955
+523
| +3% | +$139K | 0.16% | 93 |
|
|
2024
Q1 | $4.72M | Sell |
17,432
-370
| -2% | -$100K | 0.16% | 94 |
|
|
2023
Q4 | $4.46M | Sell |
17,802
-56
| -0.3% | -$14K | 0.15% | 96 |
|
|
2023
Q3 | $4.2M | Sell |
17,858
-609
| -3% | -$143K | 0.16% | 92 |
|
|
2023
Q2 | $4.52M | Buy |
18,467
+270
| +1% | +$66.1K | 0.17% | 91 |
|
|
2023
Q1 | $4.34M | Sell |
18,197
-264
| -1% | -$63K | 0.16% | 91 |
|
|
2022
Q4 | $4.58M | Sell |
18,461
-673
| -4% | -$167K | 0.18% | 90 |
|
|
2022
Q3 | $4.28M | Sell |
19,134
-358
| -2% | -$80.1K | 0.18% | 89 |
|
|
2022
Q2 | $4.59M | Sell |
19,492
-592
| -3% | -$139K | 0.19% | 91 |
|
|
2022
Q1 | $5.11M | Sell |
20,084
-1,675
| -8% | -$426K | 0.19% | 88 |
|
|
2021
Q4 | $5.8M | Sell |
21,759
-486
| -2% | -$129K | 0.21% | 84 |
|
|
2021
Q3 | $5.5M | Sell |
22,245
-670
| -3% | -$166K | 0.21% | 82 |
|
|
2021
Q2 | $5.66M | Sell |
22,915
-299
| -1% | -$73.9K | 0.22% | 83 |
|
|
2021
Q1 | $5.31M | Sell |
23,214
-1,187
| -5% | -$272K | 0.22% | 82 |
|
|
2020
Q4 | $5.46M | Sell |
24,401
-314
| -1% | -$70.2K | 0.24% | 75 |
|
|
2020
Q3 | $5.04M | Sell |
24,715
-417
| -2% | -$85.1K | 0.26% | 70 |
|
|
2020
Q2 | $4.84M | Buy |
25,132
+3,559
| +16% | +$686K | 0.26% | 68 |
|
|
2020
Q1 | $3.58M | Sell |
21,573
-957
| -4% | -$159K | 0.22% | 71 |
|
|
2019
Q4 | $4.32M | Sell |
22,530
-932
| -4% | -$179K | 0.22% | 68 |
|
|
2019
Q3 | $3.93M | Sell |
23,462
-921
| -4% | -$154K | 0.21% | 70 |
|
|
2019
Q2 | $4.24M | Buy |
24,383
+613
| +3% | +$107K | 0.23% | 68 |
|
|
2019
Q1 | $4.1M | Sell |
23,770
-426
| -2% | -$73.5K | 0.23% | 67 |
|
|
2018
Q4 | $3.89M | Sell |
24,196
-4,887
| -17% | -$785K | 0.23% | 67 |
|
|
2018
Q3 | $5.25M | Sell |
29,083
-707
| -2% | -$128K | 0.29% | 60 |
|
|
2018
Q2 | $4.74M | Buy |
29,790
+814
| +3% | +$130K | 0.28% | 64 |
|
|
2018
Q1 | $4.45M | Buy |
28,976
+178
| +0.6% | +$27.3K | 0.27% | 68 |
|
|
2017
Q4 | $4.44M | Sell |
28,798
-60
| -0.2% | -$9.25K | 0.27% | 68 |
|
|
2017
Q3 | $4.39M | Sell |
28,858
-1,845
| -6% | -$281K | 0.28% | 68 |
|
|
2017
Q2 | $4.53M | Buy |
30,703
+621
| +2% | +$91.5K | 0.3% | 63 |
|
|
2017
Q1 | $4.15M | Buy |
30,082
+164
| +0.5% | +$22.6K | 0.29% | 60 |
|
|
2016
Q4 | $3.79M | Buy |
29,918
+59
| +0.2% | +$7.48K | 0.28% | 62 |
|
|
2016
Q3 | $3.97M | Buy |
29,859
+127
| +0.4% | +$16.9K | 0.31% | 53 |
|
|
2016
Q2 | $3.88M | Buy |
29,732
+10,251
| +53% | +$1.34M | 0.32% | 51 |
|
|
2016
Q1 | $2.59M | Hold |
19,481
| – | – | 0.25% | 55 |
|
|
2015
Q4 | $2.59M | Sell |
19,481
-995
| -5% | -$132K | 0.25% | 55 |
|
|
2015
Q3 | $2.51M | Sell |
20,476
-27,964
| -58% | -$3.43M | 0.28% | 55 |
|
|
2015
Q2 | $6.78M | Buy |
48,440
+27,477
| +131% | +$3.85M | 0.45% | 57 |
|
|
2015
Q1 | $2.84M | Sell |
20,963
-439
| -2% | -$59.4K | 0.31% | 45 |
|
|
2014
Q4 | $2.69M | Buy |
21,402
+153
| +0.7% | +$19.2K | 0.27% | 49 |
|
|
2014
Q3 | $2.48M | Sell |
21,249
-3,641
| -15% | -$425K | 0.26% | 48 |
|
|
2014
Q2 | $2.78M | Buy |
24,890
+931
| +4% | +$104K | 0.29% | 54 |
|
|
2014
Q1 | $2.56M | Sell |
23,959
-152
| -0.6% | -$16.3K | 0.27% | 53 |
|
|
2013
Q4 | $2.44M | Buy |
24,111
+1,078
| +5% | +$109K | 0.26% | 54 |
|
|
2013
Q3 | $2.15M | Sell |
23,033
-387
| -2% | -$36K | 0.25% | 54 |
|
|
2013
Q2 | $2.02M | Buy |
+23,420
| New | +$2.02M | 0.25% | 55 |
|