EWA
Evolution Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Hold |
1,165
| – | – | 0.04% | 133 |
|
|
2025
Q1 | $308K | Buy |
1,165
+40
| +4% | +$10.6K | 0.05% | 114 |
|
|
2024
Q4 | $285K | Buy |
1,125
+65
| +6% | +$16.5K | 0.05% | 115 |
|
|
2024
Q3 | $299K | Hold |
1,060
| – | – | 0.05% | 102 |
|
|
2024
Q2 | $282K | Hold |
1,060
| – | – | 0.05% | 112 |
|
|
2024
Q1 | $287K | Sell |
1,060
-270
| -20% | -$73K | 0.05% | 106 |
|
|
2023
Q4 | $333K | Hold |
1,330
| – | – | 0.07% | 93 |
|
|
2023
Q3 | $313K | Sell |
1,330
-102
| -7% | -$24K | 0.07% | 94 |
|
|
2023
Q2 | $351K | Hold |
1,432
| – | – | 0.08% | 87 |
|
|
2023
Q1 | $341K | Hold |
1,432
| – | – | 0.08% | 86 |
|
|
2022
Q4 | $355K | Hold |
1,432
| – | – | 0.09% | 89 |
|
|
2022
Q3 | $320K | Buy |
+1,432
| New | +$320K | 0.09% | 83 |
|
|
2021
Q4 | – | Sell |
-345
| Closed | -$85K | – | 615 |
|
|
2021
Q3 | $85K | Buy |
345
+10
| +3% | +$2.46K | 0.02% | 162 |
|
|
2021
Q2 | $83K | Sell |
335
-5
| -1% | -$1.24K | 0.02% | 174 |
|
|
2021
Q1 | $78K | Hold |
340
| – | – | 0.02% | 167 |
|
|
2020
Q4 | $76K | Sell |
340
-15
| -4% | -$3.35K | 0.02% | 154 |
|
|
2020
Q3 | $72K | Hold |
355
| – | – | 0.02% | 158 |
|
|
2020
Q2 | $68K | Sell |
355
-1,125
| -76% | -$215K | 0.02% | 127 |
|
|
2020
Q1 | $246K | Sell |
1,480
-3,770
| -72% | -$627K | 0.1% | 57 |
|
|
2019
Q4 | $1.01M | Buy |
5,250
+175
| +3% | +$33.6K | 0.25% | 38 |
|
|
2019
Q3 | $851K | Hold |
5,075
| – | – | 0.41% | 19 |
|
|
2019
Q2 | $883K | Hold |
5,075
| – | – | 0.38% | 25 |
|
|
2019
Q1 | $875K | Sell |
5,075
-30
| -0.6% | -$5.17K | 0.4% | 32 |
|
|
2018
Q4 | $820K | Buy |
+5,105
| New | +$820K | 0.37% | 42 |
|