IWM
IHT 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 | $2.95M | Sell |
11,860
-6,096
| -34% | -$1.51M | 0.08% | 239 |
|
2025
Q1 | $4.68M | Buy |
17,956
+6,599
| +58% | +$1.72M | 0.15% | 141 |
|
2024
Q4 | $2.88M | Sell |
11,357
-319
| -3% | -$80.9K | 0.09% | 204 |
|
2024
Q3 | $3.27M | Sell |
11,676
-706
| -6% | -$198K | 0.09% | 222 |
|
2024
Q2 | $3.32M | Sell |
12,382
-415
| -3% | -$111K | 0.12% | 163 |
|
2024
Q1 | $3.46M | Sell |
12,797
-202
| -2% | -$54.6K | 0.14% | 146 |
|
2023
Q4 | $3.26M | Buy |
12,999
+3,637
| +39% | +$912K | 0.15% | 144 |
|
2023
Q3 | $2.2M | Sell |
9,362
-39
| -0.4% | -$9.17K | 0.11% | 181 |
|
2023
Q2 | $2.3M | Sell |
9,401
-4,487
| -32% | -$1.1M | 0.12% | 168 |
|
2023
Q1 | $3.31M | Buy |
13,888
+3,563
| +35% | +$850K | 0.19% | 114 |
|
2022
Q4 | $2.56M | Sell |
10,325
-3,826
| -27% | -$949K | 0.16% | 141 |
|
2022
Q3 | $3.17M | Buy |
14,151
+5,476
| +63% | +$1.23M | 0.24% | 90 |
|
2022
Q2 | $2.04M | Sell |
8,675
-332
| -4% | -$78.2K | 0.18% | 125 |
|
2022
Q1 | $2.29M | Sell |
9,007
-7,053
| -44% | -$1.79M | 0.17% | 125 |
|
2021
Q4 | $4.28M | Buy |
16,060
+54
| +0.3% | +$14.4K | 0.32% | 64 |
|
2021
Q3 | $3.96M | Sell |
16,006
-1,025
| -6% | -$253K | 0.32% | 69 |
|
2021
Q2 | $4.21M | Sell |
17,031
-210
| -1% | -$51.9K | 0.27% | 79 |
|
2021
Q1 | $3.94M | Sell |
17,241
-1,018
| -6% | -$233K | 0.28% | 76 |
|
2020
Q4 | $4.09M | Sell |
18,259
-502
| -3% | -$112K | 0.34% | 58 |
|
2020
Q3 | $3.83M | Buy |
18,761
+1,070
| +6% | +$218K | 0.38% | 48 |
|
2020
Q2 | $3.41M | Sell |
17,691
-1,277
| -7% | -$246K | 0.47% | 42 |
|
2020
Q1 | $3.15M | Sell |
18,968
-2,901
| -13% | -$482K | 0.45% | 51 |
|
2019
Q4 | $4.19M | Sell |
21,869
-7
| -0% | -$1.34K | 0.5% | 40 |
|
2019
Q3 | $3.67M | Buy |
21,876
+522
| +2% | +$87.5K | 0.5% | 41 |
|
2019
Q2 | $3.71M | Buy |
21,354
+3,889
| +22% | +$676K | 0.54% | 36 |
|
2019
Q1 | $3.01M | Buy |
17,465
+1,970
| +13% | +$340K | 0.5% | 40 |
|
2018
Q4 | $2.49M | Buy |
15,495
+2,374
| +18% | +$381K | 0.48% | 47 |
|
2018
Q3 | $2.37M | Buy |
13,121
+389
| +3% | +$70.2K | 0.51% | 38 |
|
2018
Q2 | $2.03M | Sell |
12,732
-38
| -0.3% | -$6.05K | 0.52% | 45 |
|
2018
Q1 | $1.91M | Buy |
12,770
+467
| +4% | +$69.9K | 0.51% | 34 |
|
2017
Q4 | $1.95M | Buy |
12,303
+1,926
| +19% | +$305K | 0.52% | 39 |
|
2017
Q3 | $1.59M | Buy |
10,377
+3,181
| +44% | +$488K | 0.68% | 31 |
|
2017
Q2 | $1 | Buy |
7,196
+4,676
| +186% | +$1 | ﹤0.01% | 1372 |
|
2017
Q1 | $345K | Buy |
2,520
+496
| +25% | +$67.9K | 0.23% | 108 |
|
2016
Q4 | $260K | Buy |
+2,024
| New | +$260K | 0.2% | 128 |
|