LWM
Laidlaw 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
Q1 | – | Sell |
-1,922
| Closed | -$488K | – | 155 |
|
|
2024
Q4 | $488K | Sell |
1,922
-15
| -0.8% | -$3.81K | 0.21% | 109 |
|
|
2024
Q3 | $547K | Sell |
1,937
-212
| -10% | -$59.8K | 0.27% | 105 |
|
|
2024
Q2 | $572K | Sell |
2,149
-59
| -3% | -$15.7K | 0.31% | 88 |
|
|
2024
Q1 | $597K | Sell |
2,208
-834
| -27% | -$226K | 0.33% | 91 |
|
|
2023
Q4 | $763K | Sell |
3,042
-2,080
| -41% | -$521K | 0.28% | 95 |
|
|
2023
Q3 | $1.2M | Sell |
5,122
-2,017
| -28% | -$474K | 0.4% | 77 |
|
|
2023
Q2 | $1.75M | Sell |
7,139
-179
| -2% | -$43.8K | 0.34% | 76 |
|
|
2023
Q1 | $1.75M | Sell |
7,318
-1,114
| -13% | -$266K | 0.36% | 76 |
|
|
2022
Q4 | $2.09M | Sell |
8,432
-576
| -6% | -$143K | 0.45% | 60 |
|
|
2022
Q3 | $2.02M | Sell |
9,008
-1,511
| -14% | -$338K | 0.47% | 58 |
|
|
2022
Q2 | $2.48M | Sell |
10,519
-2,223
| -17% | -$523K | 0.5% | 58 |
|
|
2022
Q1 | $3.24M | Buy |
12,742
+150
| +1% | +$38.2K | 0.54% | 47 |
|
|
2021
Q4 | $3.36M | Sell |
12,592
-345
| -3% | -$91.9K | 0.54% | 49 |
|
|
2021
Q3 | $3.2M | Sell |
12,937
-195
| -1% | -$48.2K | 0.82% | 35 |
|
|
2021
Q2 | $3.25M | Buy |
13,132
+3,705
| +39% | +$916K | 0.84% | 32 |
|
|
2021
Q1 | $2.16M | Buy |
9,427
+1,750
| +23% | +$400K | 0.74% | 38 |
|
|
2020
Q4 | $1.72M | Buy |
7,677
+5,867
| +324% | +$1.31M | 0.36% | 75 |
|
|
2020
Q3 | $369K | Buy |
+1,810
| New | +$369K | 0.16% | 131 |
|
|
2020
Q1 | – | Sell |
-1,347
| Closed | -$258K | – | 177 |
|
|
2019
Q4 | $258K | Buy |
+1,347
| New | +$258K | 0.16% | 137 |
|