Laidlaw Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,922	Closed	-$488K	–	157
2024 Q4	$488K	Sell	1,922 -15	-0.8%	-$4.04K	0.21%	109
2024 Q3	$547K	Sell	1,937 -212	-10%	-$58.9K	0.27%	105
2024 Q2	$572K	Sell	2,149 -59	-3%	-$15.5K	0.31%	88
2024 Q1	$597K	Sell	2,208 -834	-27%	-$219K	0.33%	91
2023 Q4	$763K	Sell	3,042 -2,080	-41%	-$493K	0.28%	95
2023 Q3	$1.2M	Sell	5,122 -2,017	-28%	-$492K	0.4%	77
2023 Q2	$1.75M	Sell	7,139 -179	-2%	-$43.5K	0.34%	76
2023 Q1	$1.75M	Sell	7,318 -1,114	-13%	-$268K	0.36%	76
2022 Q4	$2.09M	Sell	8,432 -576	-6%	-$140K	0.45%	60
2022 Q3	$2.02M	Sell	9,008 -1,511	-14%	-$361K	0.47%	58
2022 Q2	$2.48M	Sell	10,519 -2,223	-17%	-$536K	0.5%	58
2022 Q1	$3.24M	Buy	12,742 +150	+1%	+$37.1K	0.54%	47
2021 Q4	$3.35M	Sell	12,592 -345	-3%	-$88K	0.54%	49
2021 Q3	$3.2M	Sell	12,937 -195	-1%	-$50K	0.82%	35
2021 Q2	$3.25M	Buy	13,132 +3,705	+39%	+$885K	0.84%	32
2021 Q1	$2.16M	Buy	9,427 +1,750	+23%	+$401K	0.74%	38
2020 Q4	$1.72M	Buy	7,677 +5,867	+324%	+$1.25M	0.36%	75
2020 Q3	$369K	Buy	+1,810	New	+$366K	0.16%	131
2020 Q1	–	Sell	-1,347	Closed	-$258K	–	177
2019 Q4	$258K	Buy	+1,347	New	+$242K	0.16%	137