EFG
Embree Financial Group’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Sell |
5,886
-849
| -13% | -$211K | 0.22% | 84 |
|
|
2025
Q1 | $1.78M | Sell |
6,735
-199
| -3% | -$52.7K | 0.3% | 70 |
|
|
2024
Q4 | $1.76M | Sell |
6,934
-234
| -3% | -$59.4K | 0.3% | 62 |
|
|
2024
Q3 | $2.02M | Buy |
7,168
+397
| +6% | +$112K | 0.36% | 55 |
|
|
2024
Q2 | $1.8M | Buy |
6,771
+450
| +7% | +$120K | 0.35% | 58 |
|
|
2024
Q1 | $1.71M | Sell |
6,321
-270
| -4% | -$73K | 0.34% | 60 |
|
|
2023
Q4 | $1.65M | Buy |
+6,591
| New | +$1.65M | 0.35% | 62 |
|