LL
LPWM LLC’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $706K | Sell |
2,844
-257
| -8% | -$63.8K | 0.21% | 45 |
|
|
2025
Q1 | $821K | Buy |
3,101
+160
| +5% | +$42.4K | 0.26% | 40 |
|
|
2024
Q4 | $746K | Buy |
2,941
+128
| +5% | +$32.5K | 0.24% | 42 |
|
|
2024
Q3 | $780K | Hold |
2,813
| – | – | 0.26% | 40 |
|
|
2024
Q2 | $742K | Buy |
2,813
+38
| +1% | +$10K | 0.26% | 41 |
|
|
2024
Q1 | $721K | Buy |
2,775
+35
| +1% | +$9.09K | 0.26% | 38 |
|
|
2023
Q4 | $698K | Sell |
2,740
-948
| -26% | -$241K | 0.28% | 39 |
|
|
2023
Q3 | $864K | Sell |
3,688
-140
| -4% | -$32.8K | 0.39% | 32 |
|
|
2023
Q2 | $930K | Sell |
3,828
-254
| -6% | -$61.7K | 0.41% | 32 |
|
|
2023
Q1 | $973K | Buy |
4,082
+713
| +21% | +$170K | 0.47% | 28 |
|
|
2022
Q4 | $830K | Hold |
3,369
| – | – | 0.45% | 27 |
|
|
2022
Q3 | $754K | Buy |
3,369
+534
| +19% | +$120K | 0.45% | 28 |
|
|
2022
Q2 | $686K | Buy |
2,835
+240
| +9% | +$58.1K | 0.38% | 31 |
|
|
2022
Q1 | $684K | Buy |
2,595
+107
| +4% | +$28.2K | 0.34% | 35 |
|
|
2021
Q4 | $663K | Buy |
2,488
+130
| +6% | +$34.6K | 0.35% | 32 |
|
|
2021
Q3 | $584K | Buy |
2,358
+135
| +6% | +$33.4K | 0.35% | 33 |
|
|
2021
Q2 | $558K | Sell |
2,223
-1
| -0% | -$251 | 0.34% | 34 |
|
|
2021
Q1 | $508K | Buy |
2,224
+60
| +3% | +$13.7K | 0.34% | 33 |
|
|
2020
Q4 | $484K | Buy |
2,164
+140
| +7% | +$31.3K | 0.36% | 33 |
|
|
2020
Q3 | $412K | Buy |
2,024
+450
| +29% | +$91.6K | 0.33% | 35 |
|
|
2020
Q2 | $303K | Sell |
1,574
-34
| -2% | -$6.55K | 0.28% | 40 |
|
|
2020
Q1 | $267K | Buy |
1,608
+355
| +28% | +$58.9K | 0.29% | 38 |
|
|
2019
Q4 | $240K | Buy |
+1,253
| New | +$240K | 0.22% | 40 |
|