LWM
LBA Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $119K | Sell |
860
-150
| -15% | -$20.8K | 0.06% | 136 |
|
|
2016
Q4 | $128K | Sell |
1,010
-50
| -5% | -$6.34K | 0.07% | 125 |
|
|
2016
Q3 | $141K | Buy |
1,060
+100
| +10% | +$13.3K | 0.08% | 126 |
|
|
2016
Q2 | $125K | Sell |
960
-245
| -20% | -$31.9K | 0.07% | 135 |
|
|
2016
Q1 | $149K | Sell |
1,205
-350
| -23% | -$43.3K | 0.09% | 119 |
|
|
2015
Q4 | $207K | Hold |
1,555
| – | – | 0.12% | 114 |
|
|
2015
Q3 | $191K | Hold |
1,555
| – | – | 0.12% | 110 |
|
|
2015
Q2 | $218K | Hold |
1,555
| – | – | 0.14% | 96 |
|
|
2015
Q1 | $211K | Hold |
1,555
| – | – | 0.13% | 97 |
|
|
2014
Q4 | $195K | Buy |
1,555
+370
| +31% | +$46.4K | 0.13% | 101 |
|
|
2014
Q3 | $139K | Buy |
1,185
+250
| +27% | +$29.3K | 0.1% | 114 |
|
|
2014
Q2 | $104K | Buy |
935
+335
| +56% | +$37.3K | 0.08% | 136 |
|
|
2014
Q1 | $64K | Hold |
600
| – | – | 0.05% | 150 |
|
|
2013
Q4 | $61K | Buy |
+600
| New | +$61K | 0.05% | 150 |
|