EWM
Evermay 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 | – | Sell |
-34
| Closed | -$9.08K | – | 573 |
|
|
2025
Q1 | $9.08K | Sell |
34
-164
| -83% | -$43.8K | ﹤0.01% | 451 |
|
|
2024
Q4 | $50.2K | Sell |
198
-766
| -79% | -$194K | 0.01% | 320 |
|
|
2024
Q3 | $272K | Sell |
964
-2,716
| -74% | -$767K | 0.04% | 168 |
|
|
2024
Q2 | $979K | Sell |
3,680
-25
| -0.7% | -$6.65K | 0.16% | 80 |
|
|
2024
Q1 | $1M | Buy |
+3,705
| New | +$1M | 0.15% | 79 |
|