IWA
IVC Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $629K | Buy |
2,532
+95
| +4% | +$23.6K | 0.31% | 63 |
|
|
2025
Q1 | $645K | Buy |
2,437
+875
| +56% | +$232K | 0.35% | 61 |
|
|
2024
Q4 | $396K | Sell |
1,562
-50
| -3% | -$12.7K | 0.22% | 88 |
|
|
2024
Q3 | $455K | Hold |
1,612
| – | – | 0.25% | 85 |
|
|
2024
Q2 | $429K | Sell |
1,612
-48
| -3% | -$12.8K | 0.24% | 92 |
|
|
2024
Q1 | $449K | Sell |
1,660
-97
| -6% | -$26.2K | 0.26% | 89 |
|
|
2023
Q4 | $440K | Sell |
1,757
-65
| -4% | -$16.3K | 0.27% | 85 |
|
|
2023
Q3 | $428K | Hold |
1,822
| – | – | 0.29% | 88 |
|
|
2023
Q2 | $446K | Sell |
1,822
-21
| -1% | -$5.14K | 0.28% | 86 |
|
|
2023
Q1 | $439K | Sell |
1,843
-32,553
| -95% | -$7.76M | 0.31% | 78 |
|
|
2022
Q4 | $464K | Buy |
34,396
+32,553
| +1,766% | +$440K | 0.34% | 73 |
|
|
2022
Q3 | $412K | Sell |
1,843
-4
| -0.2% | -$894 | 0.33% | 70 |
|
|
2022
Q2 | $435K | Hold |
1,847
| – | – | 0.34% | 70 |
|
|
2022
Q1 | $470K | Hold |
1,847
| – | – | 0.31% | 78 |
|
|
2021
Q4 | $492K | Buy |
1,847
+10
| +0.5% | +$2.66K | 0.32% | 82 |
|
|
2021
Q3 | $454K | Buy |
1,837
+252
| +16% | +$62.3K | 0.31% | 80 |
|
|
2021
Q2 | $392K | Buy |
1,585
+680
| +75% | +$168K | 0.28% | 91 |
|
|
2021
Q1 | $207K | Sell |
905
-170
| -16% | -$38.9K | 0.16% | 123 |
|
|
2020
Q4 | $241K | Buy |
+1,075
| New | +$241K | 0.23% | 102 |
|