Fermata Advisors’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
Q2 | – | Sell |
-935
| Closed | -$238K | – | 201 |
|
2022
Q1 | $238K | Buy |
935
+16
| +2% | +$4.07K | 0.09% | 151 |
|
2021
Q4 | $245K | Sell |
919
-159
| -15% | -$42.4K | 0.09% | 155 |
|
2021
Q3 | $266K | Sell |
1,078
-281
| -21% | -$69.3K | 0.12% | 133 |
|
2021
Q2 | $336K | Buy |
+1,359
| New | +$336K | 0.2% | 94 |
|