KOMWMG
Kerntke Otto McGlone Wealth Management Group’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-27,449
| Closed | -$6.78M | – | 125 |
|
|
2021
Q2 | $6.78M | Buy |
27,449
+3,726
| +16% | +$921K | 2.71% | 9 |
|
|
2021
Q1 | $5.43M | Buy |
23,723
+6,150
| +35% | +$1.41M | 2.85% | 11 |
|
|
2020
Q4 | $3.93M | Buy |
17,573
+9,259
| +111% | +$2.07M | 2.32% | 13 |
|
|
2020
Q3 | $1.7M | Buy |
8,314
+7,034
| +550% | +$1.43M | 1.24% | 22 |
|
|
2020
Q2 | $247K | Buy |
+1,280
| New | +$247K | 0.23% | 89 |
|