Integrated Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $200K | Buy |
+1,449
| New | +$200K | 0.07% | 254 |
|
|
2016
Q4 | – | Sell |
-928
| Closed | -$123K | – | 983 |
|
|
2016
Q3 | $123K | Buy |
928
+3
| +0.3% | +$398 | 0.04% | 290 |
|
|
2016
Q2 | $121K | Buy |
925
+2
| +0.2% | +$262 | 0.05% | 293 |
|
|
2016
Q1 | $114K | Buy |
923
+2
| +0.2% | +$247 | 0.05% | 263 |
|
|
2015
Q4 | $122K | Buy |
921
+202
| +28% | +$26.8K | 0.05% | 257 |
|
|
2015
Q3 | $88K | Buy |
719
+6
| +0.8% | +$734 | 0.04% | 288 |
|
|
2015
Q2 | $100K | Hold |
713
| – | – | 0.04% | 278 |
|
|
2015
Q1 | $96K | Buy |
+713
| New | +$96K | 0.04% | 277 |
|