HWA
HHM 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 | $429K | Hold |
1,729
| – | – | 0.05% | 125 |
|
|
2025
Q1 | $458K | Hold |
1,729
| – | – | 0.06% | 111 |
|
|
2024
Q4 | $439K | Buy |
1,729
+364
| +27% | +$92.3K | 0.06% | 114 |
|
|
2024
Q3 | $385K | Hold |
1,365
| – | – | 0.05% | 110 |
|
|
2024
Q2 | $363K | Hold |
1,365
| – | – | 0.05% | 114 |
|
|
2024
Q1 | $369K | Hold |
1,365
| – | – | 0.06% | 94 |
|
|
2023
Q4 | $342K | Hold |
1,365
| – | – | 0.06% | 90 |
|
|
2023
Q3 | $321K | Hold |
1,365
| – | – | 0.06% | 93 |
|
|
2023
Q2 | $334K | Hold |
1,365
| – | – | 0.06% | 94 |
|
|
2023
Q1 | $325K | Hold |
1,365
| – | – | 0.07% | 95 |
|
|
2022
Q4 | $339K | Hold |
1,365
| – | – | 0.08% | 87 |
|
|
2022
Q3 | $305K | Hold |
1,365
| – | – | 0.08% | 79 |
|
|
2022
Q2 | $321K | Hold |
1,365
| – | – | 0.08% | 86 |
|
|
2022
Q1 | $347K | Hold |
1,365
| – | – | 0.08% | 94 |
|
|
2021
Q4 | $364K | Hold |
1,365
| – | – | 0.09% | 88 |
|
|
2021
Q3 | $337K | Hold |
1,365
| – | – | 0.09% | 93 |
|
|
2021
Q2 | $337K | Hold |
1,365
| – | – | 0.09% | 91 |
|
|
2021
Q1 | $312K | Buy |
1,365
+260
| +24% | +$59.4K | 0.1% | 85 |
|
|
2020
Q4 | $247K | Sell |
1,105
-175
| -14% | -$39.1K | 0.08% | 89 |
|
|
2020
Q3 | $261K | Sell |
1,280
-400
| -24% | -$81.6K | 0.1% | 72 |
|
|
2020
Q2 | $324K | Hold |
1,680
| – | – | 0.14% | 59 |
|
|
2020
Q1 | $279K | Hold |
1,680
| – | – | 0.14% | 63 |
|
|
2019
Q4 | $322K | Hold |
1,680
| – | – | 0.15% | 59 |
|
|
2019
Q3 | $282K | Buy |
1,680
+30
| +2% | +$5.04K | 0.16% | 60 |
|
|
2019
Q2 | $287K | Buy |
1,650
+90
| +6% | +$15.7K | 0.17% | 52 |
|
|
2019
Q1 | $269K | Hold |
1,560
| – | – | 0.17% | 51 |
|
|
2018
Q4 | $251K | Buy |
+1,560
| New | +$251K | 0.18% | 48 |
|