IWA
IBEX 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 | $753K | Buy |
+3,033
| New | +$753K | 0.08% | 130 |
|
|
2025
Q1 | – | Sell |
-3,990
| Closed | -$1.01M | – | 210 |
|
|
2024
Q4 | $1.01M | Buy |
+3,990
| New | +$1.01M | 0.12% | 114 |
|
|
2021
Q4 | – | Sell |
-42
| Closed | -$10K | – | 424 |
|
|
2021
Q3 | $10K | Buy |
+42
| New | +$10K | ﹤0.01% | 359 |
|