DWM
Doyle Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $856K | Sell |
3,828
-56
| -1% | -$12.5K | 0.07% | 104 |
|
|
2022
Q2 | $915K | Sell |
3,884
-4
| -0.1% | -$942 | 0.07% | 109 |
|
|
2022
Q1 | $989K | Hold |
3,888
| – | – | 0.07% | 117 |
|
|
2021
Q4 | $1.04M | Sell |
3,888
-56
| -1% | -$14.9K | 0.07% | 111 |
|
|
2021
Q3 | $975K | Sell |
3,944
-105
| -3% | -$26K | 0.08% | 112 |
|
|
2021
Q2 | $1M | Buy |
4,049
+2
| +0% | +$494 | 0.08% | 108 |
|
|
2021
Q1 | $926K | Buy |
4,047
+1,015
| +33% | +$232K | 0.09% | 108 |
|
|
2020
Q4 | $678K | Buy |
3,032
+141
| +5% | +$31.5K | 0.07% | 116 |
|
|
2020
Q3 | $590K | Sell |
2,891
-24
| -0.8% | -$4.9K | 0.07% | 116 |
|
|
2020
Q2 | $562K | Buy |
2,915
+17
| +0.6% | +$3.28K | 0.07% | 109 |
|
|
2020
Q1 | $481K | Buy |
2,898
+1
| +0% | +$166 | 0.08% | 109 |
|
|
2019
Q4 | $555K | Sell |
2,897
-128
| -4% | -$24.5K | 0.07% | 118 |
|
|
2019
Q3 | $507K | Hold |
3,025
| – | – | 0.07% | 118 |
|
|
2019
Q2 | $526K | Buy |
3,025
+28
| +0.9% | +$4.87K | 0.07% | 111 |
|
|
2019
Q1 | $501K | Buy |
2,997
+859
| +40% | +$144K | 0.07% | 109 |
|
|
2018
Q4 | $343K | Buy |
2,138
+399
| +23% | +$64K | 0.06% | 132 |
|
|
2018
Q3 | $314K | Buy |
1,739
+3
| +0.2% | +$542 | 0.05% | 147 |
|
|
2018
Q2 | $276K | Sell |
1,736
-105
| -6% | -$16.7K | 0.05% | 151 |
|
|
2018
Q1 | $283K | Buy |
1,841
+106
| +6% | +$16.3K | 0.05% | 136 |
|
|
2017
Q4 | $267K | Buy |
1,735
+349
| +25% | +$53.7K | 0.05% | 141 |
|
|
2017
Q3 | $211K | Buy |
1,386
+1
| +0.1% | +$152 | 0.04% | 143 |
|
|
2017
Q2 | $204K | Buy |
+1,385
| New | +$204K | 0.04% | 137 |
|