KNFPWM
Keeler & Nadler Financial Planning & Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Buy |
967
+3
| +0.3% | +$745 | 0.1% | 66 |
|
|
2025
Q1 | $253K | Buy |
964
+4
| +0.4% | +$1.05K | 0.11% | 61 |
|
|
2024
Q4 | $244K | Sell |
960
-57
| -6% | -$14.5K | 0.11% | 61 |
|
|
2024
Q3 | $287K | Buy |
1,017
+3
| +0.3% | +$847 | 0.14% | 54 |
|
|
2024
Q2 | $270K | Sell |
1,014
-34
| -3% | -$9.04K | 0.15% | 52 |
|
|
2024
Q1 | $284K | Buy |
1,048
+3
| +0.3% | +$812 | 0.17% | 52 |
|
|
2023
Q4 | $262K | Buy |
+1,045
| New | +$262K | 0.19% | 48 |
|
|
2022
Q4 | $256K | Buy |
+1,030
| New | +$256K | 0.23% | 41 |
|
|
2021
Q4 | $284K | Buy |
+1,065
| New | +$284K | 0.26% | 42 |
|