LWM
Loveless Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.33M | Hold |
5,655
| – | – | 0.87% | 38 |
|
|
2022
Q1 | $1.44M | Buy |
5,655
+110
| +2% | +$28K | 0.81% | 42 |
|
|
2021
Q4 | $1.48M | Buy |
5,545
+160
| +3% | +$42.6K | 0.81% | 44 |
|
|
2021
Q3 | $1.33M | Buy |
5,385
+150
| +3% | +$37.1K | 0.81% | 47 |
|
|
2021
Q2 | $1.29M | Hold |
5,235
| – | – | 0.79% | 47 |
|
|
2021
Q1 | $1.2M | Hold |
5,235
| – | – | 0.79% | 45 |
|
|
2020
Q4 | $1.17M | Hold |
5,235
| – | – | 0.86% | 41 |
|
|
2020
Q3 | $1.07M | Buy |
5,235
+100
| +2% | +$20.4K | 0.9% | 44 |
|
|
2020
Q2 | $989K | Hold |
5,135
| – | – | 0.92% | 39 |
|
|
2020
Q1 | $853K | Sell |
5,135
-300
| -6% | -$49.8K | 1% | 37 |
|
|
2019
Q4 | $1.04M | Buy |
+5,435
| New | +$1.04M | 0.89% | 40 |
|