LGWM
Litman Gregory Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,823
| Closed | -$487K | – | 243 |
|
|
2019
Q1 | $487K | Sell |
2,823
-373
| -12% | -$64.3K | 0.13% | 39 |
|
|
2018
Q4 | $513K | Sell |
3,196
-404
| -11% | -$64.8K | 0.16% | 39 |
|
|
2018
Q3 | $649K | Hold |
3,600
| – | – | 0.22% | 32 |
|
|
2018
Q2 | $573K | Hold |
3,600
| – | – | 0.23% | 27 |
|
|
2018
Q1 | $553K | Hold |
3,600
| – | – | 0.23% | 26 |
|
|
2017
Q4 | $555 | Hold |
3,600
| – | – | 0.17% | 23 |
|
|
2017
Q3 | $548K | Buy |
+3,600
| New | +$548K | 0.27% | 22 |
|