DWA
Dougherty Wealth Advisers’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.6K | Hold |
75
| – | – | 0.01% | 100 |
|
|
2025
Q1 | $19.9K | Hold |
75
| – | – | 0.01% | 99 |
|
|
2024
Q4 | $19K | Hold |
75
| – | – | 0.01% | 101 |
|
|
2024
Q3 | $21.2K | Hold |
75
| – | – | 0.02% | 95 |
|
|
2024
Q2 | $20K | Hold |
75
| – | – | 0.02% | 97 |
|
|
2024
Q1 | $20.3K | Hold |
75
| – | – | 0.02% | 97 |
|
|
2023
Q4 | $18.8K | Hold |
75
| – | – | 0.02% | 110 |
|
|
2023
Q3 | $17.6K | Hold |
75
| – | – | 0.02% | 107 |
|
|
2023
Q2 | $18.4K | Sell |
75
-200
| -73% | -$49K | 0.03% | 109 |
|
|
2023
Q1 | $65.6K | Sell |
275
-75
| -21% | -$17.9K | 0.1% | 73 |
|
|
2022
Q4 | $86.8K | Hold |
350
| – | – | 0.14% | 67 |
|
|
2022
Q3 | $78K | Hold |
350
| – | – | 0.15% | 63 |
|
|
2022
Q2 | $82K | Hold |
350
| – | – | 0.15% | 67 |
|
|
2022
Q1 | $89K | Hold |
350
| – | – | 0.13% | 73 |
|
|
2021
Q4 | $93K | Hold |
350
| – | – | 0.13% | 78 |
|
|
2021
Q3 | $87K | Hold |
350
| – | – | 0.13% | 78 |
|
|
2021
Q2 | $86K | Hold |
350
| – | – | 0.13% | 77 |
|
|
2021
Q1 | $80K | Hold |
350
| – | – | 0.12% | 76 |
|
|
2020
Q4 | $78K | Hold |
350
| – | – | 0.12% | 77 |
|
|
2020
Q3 | $71K | Hold |
350
| – | – | 0.25% | 74 |
|
|
2020
Q2 | $67K | Hold |
350
| – | – | 0.25% | 79 |
|
|
2020
Q1 | $58K | Hold |
350
| – | – | 0.23% | 82 |
|
|
2019
Q4 | $67K | Hold |
350
| – | – | 0.2% | 89 |
|
|
2019
Q3 | $59K | Hold |
350
| – | – | 0.19% | 94 |
|
|
2019
Q2 | $61K | Hold |
350
| – | – | 0.17% | 98 |
|
|
2019
Q1 | $60K | Hold |
350
| – | – | 0.2% | 89 |
|
|
2018
Q4 | $59K | Buy |
+350
| New | +$59K | 0.19% | 94 |
|