LWM
LJI 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
Q2 | $576K | Sell |
2,320
-119
| -5% | -$29.6K | 0.1% | 81 |
|
|
2025
Q1 | $646K | Sell |
2,439
-65
| -3% | -$17.2K | 0.13% | 70 |
|
|
2024
Q4 | $635K | Sell |
2,504
-711
| -22% | -$180K | 0.13% | 72 |
|
|
2024
Q3 | $907K | Hold |
3,215
| – | – | 0.19% | 60 |
|
|
2024
Q2 | $855K | Buy |
+3,215
| New | +$855K | 0.19% | 58 |
|
|
2024
Q1 | – | Sell |
-3,093
| Closed | -$775K | – | 175 |
|
|
2023
Q4 | $775K | Buy |
3,093
+60
| +2% | +$15K | 0.2% | 62 |
|
|
2023
Q3 | $713K | Buy |
3,033
+320
| +12% | +$75.2K | 0.21% | 60 |
|
|
2023
Q2 | $664K | Hold |
2,713
| – | – | 0.19% | 59 |
|
|
2023
Q1 | $647K | Buy |
2,713
+10
| +0.4% | +$2.39K | 0.2% | 54 |
|
|
2022
Q4 | $670K | Buy |
+2,703
| New | +$670K | 0.24% | 48 |
|