FFWA
FRG Family 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 | $1.82M | Sell |
7,318
-2,250
| -24% | -$559K | 0.32% | 51 |
|
|
2025
Q1 | $2.53M | Sell |
9,568
-205
| -2% | -$54.3K | 0.49% | 42 |
|
|
2024
Q4 | $2.48M | Buy |
9,773
+60
| +0.6% | +$15.2K | 0.45% | 44 |
|
|
2024
Q3 | $2.74M | Sell |
9,713
-303
| -3% | -$85.5K | 0.49% | 42 |
|
|
2024
Q2 | $2.71M | Sell |
10,016
-460
| -4% | -$124K | 0.52% | 42 |
|
|
2024
Q1 | $2.68M | Buy |
10,476
+1,050
| +11% | +$269K | 0.53% | 39 |
|
|
2023
Q4 | $2.36M | Buy |
9,426
+205
| +2% | +$51.4K | 0.48% | 42 |
|
|
2023
Q3 | $2.17M | Buy |
9,221
+2,126
| +30% | +$500K | 0.49% | 44 |
|
|
2023
Q2 | $1.74M | Buy |
7,095
+100
| +1% | +$24.5K | 0.38% | 45 |
|
|
2023
Q1 | $1.67M | Buy |
6,995
+865
| +14% | +$206K | 0.38% | 49 |
|
|
2022
Q4 | $1.52M | Buy |
6,130
+1,255
| +26% | +$311K | 0.36% | 55 |
|
|
2022
Q3 | $1.09M | Sell |
4,875
-580
| -11% | -$130K | 0.27% | 62 |
|
|
2022
Q2 | $1.29M | Buy |
5,455
+70
| +1% | +$16.5K | 0.3% | 59 |
|
|
2022
Q1 | $1.37M | Buy |
5,385
+1,680
| +45% | +$427K | 0.27% | 60 |
|
|
2021
Q4 | $987K | Buy |
3,705
+1,410
| +61% | +$376K | 0.18% | 76 |
|
|
2021
Q3 | $567K | Buy |
+2,295
| New | +$567K | 0.11% | 97 |
|