LW
Linscomb Wealth’s Vanguard Health Care ETF VHT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-919
| Closed | -$259K | – | 298 |
|
2024
Q3 | $259K | Sell |
919
-14
| -2% | -$3.95K | 0.01% | 267 |
|
2024
Q2 | $248K | Sell |
933
-29
| -3% | -$7.71K | 0.01% | 267 |
|
2024
Q1 | $260K | Sell |
962
-37
| -4% | -$10K | 0.01% | 258 |
|
2023
Q4 | $250K | Buy |
999
+1
| +0.1% | +$251 | 0.01% | 258 |
|
2023
Q3 | $235K | Sell |
998
-53
| -5% | -$12.5K | 0.01% | 253 |
|
2023
Q2 | $257K | Hold |
1,051
| – | – | 0.01% | 260 |
|
2023
Q1 | $251K | Hold |
1,051
| – | – | 0.01% | 269 |
|
2022
Q4 | $261K | Buy |
1,051
+1
| +0.1% | +$248 | 0.01% | 299 |
|
2022
Q3 | $235K | Hold |
1,050
| – | – | 0.01% | 261 |
|
2022
Q2 | $247K | Sell |
1,050
-51
| -5% | -$12K | 0.01% | 265 |
|
2022
Q1 | $280K | Hold |
1,101
| – | – | 0.01% | 295 |
|
2021
Q4 | $293K | Sell |
1,101
-15
| -1% | -$3.99K | 0.01% | 276 |
|
2021
Q3 | $276K | Sell |
1,116
-31
| -3% | -$7.67K | 0.01% | 275 |
|
2021
Q2 | $284K | Buy |
+1,147
| New | +$284K | 0.01% | 275 |
|