Executive Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-832
| Closed | -$221K | – | 209 |
|
|
2021
Q4 | $221K | Buy |
832
+8
| +1% | +$2.13K | 0.02% | 180 |
|
|
2021
Q3 | $203K | Sell |
824
-246
| -23% | -$60.6K | 0.02% | 179 |
|
|
2021
Q2 | $264K | Sell |
1,070
-1,056
| -50% | -$261K | 0.03% | 165 |
|
|
2021
Q1 | $486K | Buy |
2,126
+308
| +17% | +$70.4K | 0.06% | 133 |
|
|
2020
Q4 | $406K | Buy |
+1,818
| New | +$406K | 0.05% | 129 |
|
|
2019
Q3 | – | Sell |
-300
| Closed | -$52K | – | 765 |
|
|
2019
Q2 | $52K | Hold |
300
| – | – | 0.01% | 287 |
|
|
2019
Q1 | $52K | Sell |
300
-4
| -1% | -$693 | 0.01% | 265 |
|
|
2018
Q4 | $49K | Buy |
+304
| New | +$49K | 0.01% | 284 |
|