MSWM
McGlone Suttner 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 | $844K | Sell |
3,399
-94
| -3% | -$23.3K | 0.13% | 81 |
|
|
2025
Q1 | $925K | Buy |
3,493
+3
| +0.1% | +$794 | 0.15% | 70 |
|
|
2024
Q4 | $885K | Sell |
3,490
-407
| -10% | -$103K | 0.15% | 69 |
|
|
2024
Q3 | $1.1M | Sell |
3,897
-774
| -17% | -$218K | 0.23% | 55 |
|
|
2024
Q2 | $1.17M | Buy |
4,671
+189
| +4% | +$47.4K | 0.24% | 49 |
|
|
2024
Q1 | $1.21M | Sell |
4,482
-189
| -4% | -$51.1K | 0.23% | 49 |
|
|
2023
Q4 | $1.17M | Sell |
4,671
-361
| -7% | -$90.5K | 0.23% | 49 |
|
|
2023
Q3 | $1.18M | Sell |
5,032
-437
| -8% | -$103K | 0.27% | 39 |
|
|
2023
Q2 | $1.34M | Sell |
5,469
-243
| -4% | -$59.5K | 0.31% | 34 |
|
|
2023
Q1 | $1.36M | Sell |
5,712
-1,500
| -21% | -$358K | 0.35% | 32 |
|
|
2022
Q4 | $1.79M | Buy |
+7,212
| New | +$1.79M | 0.57% | 24 |
|