Executive Wealth Group’s Vanguard Health Care ETF VHT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$37.9M	Buy	143,595 +95,603	+199%	+$25.1M	7.9%	3
2023 Q4	$12M	Sell	47,992 -2,773	-5%	-$657K	7.65%	3
2023 Q3	$11.9M	Sell	50,765 -12	-0%	-$2.92K	8.47%	3
2023 Q2	$12.4M	Hold	50,777	–	–	8.4%	3
2023 Q1	$12.1M	Buy	50,777 +87	+0.2%	+$20.9K	8.57%	3
2022 Q4	$12.6M	Buy	50,690 +187	+0.4%	+$45.3K	9.6%	2
2022 Q3	$11.3M	Sell	50,503 -816	-2%	-$195K	9.7%	1
2022 Q2	$12.1M	Sell	51,319 -8	-0%	-$1.93K	9.35%	2
2022 Q1	$13.1M	Buy	51,327 +831	+2%	+$205K	8.56%	3
2021 Q4	$13.5M	Sell	50,496 -3,071	-6%	-$783K	8.32%	3
2021 Q3	$13.2M	Buy	53,567 +212	+0.4%	+$54.4K	8.09%	3
2021 Q2	$13.2M	Sell	53,355 -522	-1%	-$125K	7.8%	3
2021 Q1	$12.3M	Buy	53,877 +409	+0.8%	+$93.8K	7.59%	3
2020 Q4	$12M	Buy	53,468 +121	+0.2%	+$25.9K	8.07%	3
2020 Q3	$10.9M	Buy	53,347 +1,075	+2%	+$218K	8.36%	3
2020 Q2	$10.1M	Sell	52,272 -122	-0.2%	-$22.9K	8.06%	3
2020 Q1	$8.7M	Buy	52,394 +78	+0.1%	+$14.3K	8.34%	3
2019 Q4	$10M	Sell	52,316 -128	-0.2%	-$23K	7.6%	4
2019 Q3	$8.79M	Sell	52,444 -942	-2%	-$161K	7.04%	4
2019 Q2	$9.29M	Buy	53,386 +208	+0.4%	+$35.1K	7.12%	4
2019 Q1	$9.17M	Buy	53,178 +198	+0.4%	+$33.6K	7.15%	4
2018 Q4	$8.51M	Buy	52,980 +116	+0.2%	+$19.7K	8.03%	4
2018 Q3	$9.54M	Sell	52,864 -6	-0%	-$1.03K	7.91%	4
2018 Q2	$8.41M	Buy	52,870 +71	+0.1%	+$11.2K	7.49%	4
2018 Q1	$8.11M	Buy	52,799 +228	+0.4%	+$36.4K	6.98%	4
2017 Q4	$8.1M	Buy	+52,571	New	+$8.07M	7.24%	4