J.P. Morgan Private Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $28.5M | Buy |
121,024
+3,287
| +3% | +$773K | 0.08% | 229 |
|
|
2023
Q2 | $28.8M | Sell |
117,737
-26,559
| -18% | -$6.5M | 0.15% | 135 |
|
|
2023
Q1 | $34.4M | Sell |
144,296
-7,981
| -5% | -$1.9M | 0.07% | 237 |
|
|
2022
Q4 | $37.8M | Buy |
152,277
+26,850
| +21% | +$6.66M | 0.08% | 216 |
|
|
2022
Q3 | $28.1M | Buy |
125,427
+6,590
| +6% | +$1.47M | 0.07% | 239 |
|
|
2022
Q2 | $28M | Buy |
118,837
+7,473
| +7% | +$1.76M | 0.07% | 240 |
|
|
2022
Q1 | $28.3M | Buy |
111,364
+11,946
| +12% | +$3.04M | 0.06% | 267 |
|
|
2021
Q4 | $26.5M | Buy |
99,418
+2,180
| +2% | +$581K | 0.06% | 271 |
|
|
2021
Q3 | $24M | Buy |
97,238
+4,116
| +4% | +$1.02M | 0.06% | 276 |
|
|
2021
Q2 | $23M | Buy |
93,122
+9,854
| +12% | +$2.44M | 0.06% | 281 |
|
|
2021
Q1 | $19M | Sell |
83,268
-2,988
| -3% | -$684K | 0.06% | 274 |
|
|
2020
Q4 | $19.3M | Buy |
86,256
+3,827
| +5% | +$856K | 0.06% | 262 |
|
|
2020
Q3 | $16.8M | Buy |
82,429
+8,470
| +11% | +$1.73M | 0.07% | 240 |
|
|
2020
Q2 | $14.2M | Buy |
73,959
+3,275
| +5% | +$631K | 0.07% | 236 |
|
|
2020
Q1 | $11.7M | Buy |
70,684
+5,466
| +8% | +$908K | 0.07% | 238 |
|
|
2019
Q4 | $12.5M | Buy |
65,218
+2,687
| +4% | +$515K | 0.06% | 278 |
|
|
2019
Q3 | $10.5M | Buy |
62,531
+50,215
| +408% | +$8.42M | 0.05% | 282 |
|
|
2019
Q2 | $2.14M | Buy |
12,316
+789
| +7% | +$137K | 0.01% | 580 |
|
|
2019
Q1 | $1.99M | Buy |
11,527
+462
| +4% | +$79.7K | 0.01% | 615 |
|
|
2018
Q4 | $1.78M | Buy |
11,065
+3,920
| +55% | +$630K | 0.01% | 595 |
|
|
2018
Q3 | $1.29M | Buy |
7,145
+918
| +15% | +$166K | 0.01% | 747 |
|
|
2018
Q2 | $991K | Buy |
6,227
+1,307
| +27% | +$208K | 0.01% | 781 |
|
|
2018
Q1 | $755K | Buy |
4,920
+251
| +5% | +$38.5K | 0.01% | 723 |
|
|
2017
Q4 | $720K | Sell |
4,669
-2,960
| -39% | -$456K | ﹤0.01% | 751 |
|
|
2017
Q3 | $1.16M | Sell |
7,629
-854
| -10% | -$130K | 0.01% | 590 |
|
|
2017
Q2 | $1.25M | Sell |
8,483
-6,587
| -44% | -$971K | 0.01% | 559 |
|
|
2017
Q1 | $2.08M | Buy |
15,070
+1,893
| +14% | +$261K | 0.02% | 461 |
|
|
2016
Q4 | $1.67M | Buy |
13,177
+2,998
| +29% | +$380K | 0.01% | 475 |
|
|
2016
Q3 | $1.35M | Sell |
10,179
-488
| -5% | -$64.9K | 0.01% | 521 |
|
|
2016
Q2 | $1.39M | Buy |
10,667
+3,130
| +42% | +$408K | 0.01% | 515 |
|
|
2016
Q1 | $929K | Sell |
7,537
-694
| -8% | -$85.5K | 0.01% | 576 |
|
|
2015
Q4 | $1.09M | Sell |
8,231
-240
| -3% | -$31.9K | 0.01% | 498 |
|
|
2015
Q3 | $1.04M | Buy |
8,471
+1,538
| +22% | +$188K | 0.01% | 463 |
|
|
2015
Q2 | $970K | Buy |
6,933
+657
| +10% | +$91.9K | 0.01% | 509 |
|
|
2015
Q1 | $851K | Buy |
6,276
+3,850
| +159% | +$522K | 0.01% | 571 |
|
|
2014
Q4 | $305K | Buy |
+2,426
| New | +$305K | ﹤0.01% | 866 |
|