HWM
Howard Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Sell |
5,634
-48
| -0.8% | -$11.9K | 0.71% | 38 |
|
|
2025
Q1 | $1.5M | Sell |
5,682
-73
| -1% | -$19.3K | 0.84% | 36 |
|
|
2024
Q4 | $1.46M | Buy |
5,755
+11
| +0.2% | +$2.79K | 0.79% | 37 |
|
|
2024
Q3 | $1.62M | Buy |
5,744
+34
| +0.6% | +$9.59K | 0.94% | 30 |
|
|
2024
Q2 | $1.52M | Buy |
5,710
+509
| +10% | +$135K | 1.2% | 20 |
|
|
2024
Q1 | $1.41M | Sell |
5,201
-207
| -4% | -$56K | 1.14% | 22 |
|
|
2023
Q4 | $1.35M | Sell |
5,408
-15
| -0.3% | -$3.76K | 1.13% | 22 |
|
|
2023
Q3 | $1.28M | Sell |
5,423
-41
| -0.8% | -$9.64K | 1.18% | 20 |
|
|
2023
Q2 | $1.34M | Buy |
5,464
+24
| +0.4% | +$5.88K | 1.16% | 19 |
|
|
2023
Q1 | $1.3M | Buy |
5,440
+77
| +1% | +$18.4K | 1.08% | 22 |
|
|
2022
Q4 | $1.33M | Buy |
5,363
+429
| +9% | +$106K | 1.09% | 24 |
|
|
2022
Q3 | $1.1M | Buy |
+4,934
| New | +$1.1M | 0.78% | 40 |
|
|
2022
Q2 | – | Sell |
-4,809
| Closed | -$1.22M | – | 126 |
|
|
2022
Q1 | $1.22M | Buy |
4,809
+86
| +2% | +$21.9K | 0.67% | 45 |
|
|
2021
Q4 | $1.26M | Buy |
4,723
+31
| +0.7% | +$8.26K | 0.66% | 44 |
|
|
2021
Q3 | $1.16M | Sell |
4,692
-106
| -2% | -$26.2K | 0.65% | 43 |
|
|
2021
Q2 | $1.19M | Sell |
4,798
-47
| -1% | -$11.6K | 0.65% | 41 |
|
|
2021
Q1 | $1.11M | Sell |
4,845
-35
| -0.7% | -$8K | 0.65% | 41 |
|
|
2020
Q4 | $1.09M | Buy |
4,880
+245
| +5% | +$54.8K | 0.68% | 40 |
|
|
2020
Q3 | $945K | Buy |
4,635
+900
| +24% | +$183K | 0.67% | 41 |
|
|
2020
Q2 | $719K | Buy |
3,735
+892
| +31% | +$172K | 0.59% | 43 |
|
|
2020
Q1 | $472K | Buy |
2,843
+205
| +8% | +$34K | 0.5% | 52 |
|
|
2019
Q4 | $505K | Buy |
+2,638
| New | +$505K | 0.42% | 59 |
|