IWMPD
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Integrated Wealth Management (Palm Desert)’s Vanguard Health Care ETF VHT Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio VHT Stock Details VHT Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$200K Buy
2016
Q4 		– Sell
2016
Q3 		$123K Buy
2016
Q2 		$121K Buy
2016
Q1 		$114K Buy
2015
Q4 		$122K Buy
2015
Q3 		$88K Buy
2015
Q2 		$100K Hold
2015
Q1 		$96K Buy