EWM
Empirical Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,403
| Closed | -$811K | – | 510 |
|
|
2023
Q1 | $811K | Buy |
+3,403
| New | +$811K | 0.04% | 252 |
|
|
2022
Q3 | – | Sell |
-1,009
| Closed | -$238K | – | 481 |
|
|
2022
Q2 | $238K | Hold |
1,009
| – | – | 0.01% | 416 |
|
|
2022
Q1 | $257K | Sell |
1,009
-108
| -10% | -$27.5K | 0.01% | 430 |
|
|
2021
Q4 | $297K | Sell |
1,117
-341
| -23% | -$90.7K | 0.01% | 426 |
|
|
2021
Q3 | $360K | Sell |
1,458
-179
| -11% | -$44.2K | 0.02% | 356 |
|
|
2021
Q2 | $405K | Buy |
1,637
+40
| +3% | +$9.9K | 0.02% | 328 |
|
|
2021
Q1 | $365K | Buy |
+1,597
| New | +$365K | 0.03% | 294 |
|
|
2020
Q3 | – | Sell |
-1,585
| Closed | -$305K | – | 360 |
|
|
2020
Q2 | $305K | Sell |
1,585
-582
| -27% | -$112K | 0.03% | 275 |
|
|
2020
Q1 | $360K | Buy |
2,167
+1,006
| +87% | +$167K | 0.04% | 223 |
|
|
2019
Q4 | $223K | Buy |
+1,161
| New | +$223K | 0.02% | 293 |
|
|
2019
Q3 | – | Sell |
-1,157
| Closed | -$201K | – | 298 |
|
|
2019
Q2 | $201K | Buy |
+1,157
| New | +$201K | 0.03% | 250 |
|