Independent Wealth Network’s Vanguard Health Care ETF VHT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-802	Closed	-$213K	–	235
2024 Q2	$213K	Sell	802 -30	-4%	-$7.87K	0.1%	198
2024 Q1	$225K	Sell	832 -2	-0.2%	-$525	0.11%	189
2023 Q4	$209K	Sell	834 -77	-8%	-$18.2K	0.11%	199
2023 Q3	$214K	Buy	911 +56	+7%	+$13.7K	0.13%	182
2023 Q2	$209K	Buy	855 +6	+0.7%	+$1.46K	0.13%	188
2023 Q1	$202K	Sell	849 -179	-17%	-$43.1K	0.13%	180
2022 Q4	$255K	Sell	1,028 -37	-3%	-$8.97K	0.17%	142
2022 Q3	$238K	Buy	1,065 +62	+6%	+$14.8K	0.19%	145
2022 Q2	$236K	Sell	1,003 -230	-19%	-$55.4K	0.17%	148
2022 Q1	$314K	Buy	1,233 +123	+11%	+$30.4K	0.2%	136
2021 Q4	$296K	Buy	1,110 +65	+6%	+$16.6K	0.18%	136
2021 Q3	$274K	Buy	+1,045	New	+$268K	0.18%	146