GWA
GGM 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
Q1 | $328K | Hold |
1,300
| – | – | 0.18% | 96 |
|
2024
Q4 | $330K | Hold |
1,300
| – | – | 0.17% | 101 |
|
2024
Q3 | $368K | Hold |
1,300
| – | – | 0.16% | 96 |
|
2024
Q2 | $346K | Hold |
1,300
| – | – | 0.16% | 93 |
|
2024
Q1 | $342K | Hold |
1,300
| – | – | 0.16% | 95 |
|
2023
Q4 | $332K | Sell |
1,300
-25
| -2% | -$6.38K | 0.14% | 109 |
|
2023
Q3 | $313K | Hold |
1,325
| – | – | 0.14% | 105 |
|
2023
Q2 | $319K | Buy |
+1,325
| New | +$319K | 0.13% | 110 |
|
2023
Q1 | – | Sell |
-1,325
| Closed | -$329K | – | 129 |
|
2022
Q4 | $329K | Hold |
1,325
| – | – | 0.17% | 96 |
|
2022
Q3 | $315K | Hold |
1,325
| – | – | 0.17% | 101 |
|
2022
Q2 | $314K | Hold |
1,325
| – | – | 0.18% | 100 |
|
2022
Q1 | $339K | Sell |
1,325
-68
| -5% | -$17.4K | 0.17% | 104 |
|
2021
Q4 | $358K | Buy |
1,393
+60
| +5% | +$15.4K | 0.28% | 68 |
|
2021
Q3 | $339K | Hold |
1,333
| – | – | 0.27% | 67 |
|
2021
Q2 | $332K | Buy |
1,333
+8
| +0.6% | +$1.99K | 0.28% | 63 |
|
2021
Q1 | $315K | Hold |
1,325
| – | – | 0.25% | 67 |
|
2020
Q4 | $307K | Buy |
+1,325
| New | +$307K | 0.3% | 54 |
|