IFWM
Institute for Wealth Management’s VanEck Biotech ETF BBH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.16M | Hold |
7,581
| – | – | 0.13% | 165 |
|
2025
Q1 | $1.19M | Sell |
7,581
-22
| -0.3% | -$3.46K | 0.15% | 149 |
|
2024
Q4 | $1.19M | Buy |
7,603
+2
| +0% | +$314 | 0.15% | 143 |
|
2024
Q3 | $1.35M | Sell |
7,601
-77
| -1% | -$13.7K | 0.17% | 133 |
|
2024
Q2 | $1.29M | Hold |
7,678
| – | – | 0.17% | 125 |
|
2024
Q1 | $1.28M | Hold |
7,678
| – | – | 0.16% | 134 |
|
2023
Q4 | $1.27M | Sell |
7,678
-120
| -2% | -$19.8K | 0.21% | 123 |
|
2023
Q3 | $1.21M | Sell |
7,798
-15
| -0.2% | -$2.34K | 0.22% | 114 |
|
2023
Q2 | $1.22M | Sell |
7,813
-64
| -0.8% | -$9.99K | 0.21% | 115 |
|
2023
Q1 | $1.28M | Buy |
7,877
+251
| +3% | +$40.7K | 0.24% | 105 |
|
2022
Q4 | $1.22M | Sell |
7,626
-83
| -1% | -$13.3K | 0.26% | 107 |
|
2022
Q3 | $1.09M | Sell |
7,709
-113
| -1% | -$15.9K | 0.24% | 111 |
|
2022
Q2 | $1.14M | Sell |
7,822
-27
| -0.3% | -$3.94K | 0.22% | 116 |
|
2022
Q1 | $1.27M | Sell |
7,849
-80
| -1% | -$13K | 0.21% | 118 |
|
2021
Q4 | $1.5M | Buy |
7,929
+403
| +5% | +$76.3K | 0.24% | 109 |
|
2021
Q3 | $1.52M | Buy |
7,526
+371
| +5% | +$75K | 0.27% | 94 |
|
2021
Q2 | $1.44M | Buy |
7,155
+306
| +4% | +$61.7K | 0.25% | 100 |
|
2021
Q1 | $1.2M | Buy |
6,849
+127
| +2% | +$22.3K | 0.23% | 114 |
|
2020
Q4 | $1.14M | Buy |
6,722
+151
| +2% | +$25.6K | 0.23% | 107 |
|
2020
Q3 | $1.07M | Buy |
6,571
+381
| +6% | +$61.8K | 0.24% | 104 |
|
2020
Q2 | $1.01M | Buy |
6,190
+224
| +4% | +$36.5K | 0.25% | 107 |
|
2020
Q1 | $764K | Buy |
5,966
+103
| +2% | +$13.2K | 0.24% | 113 |
|
2019
Q4 | $817K | Buy |
5,863
+888
| +18% | +$124K | 0.18% | 161 |
|
2019
Q3 | $587K | Hold |
4,975
| – | – | 0.15% | 208 |
|
2019
Q2 | $642K | Sell |
4,975
-125
| -2% | -$16.1K | 0.14% | 216 |
|
2019
Q1 | $655K | Sell |
5,100
-70
| -1% | -$8.99K | 0.14% | 196 |
|
2018
Q4 | $572K | Buy |
+5,170
| New | +$572K | 0.23% | 130 |
|