MWM
MinichMacGregor 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 | – | Sell |
-1,668
| Closed | -$442K | – | 143 |
|
|
2025
Q1 | $442K | Buy |
1,668
+6
| +0.4% | +$1.59K | 0.1% | 71 |
|
|
2024
Q4 | $422K | Buy |
1,662
+242
| +17% | +$61.4K | 0.09% | 75 |
|
|
2024
Q3 | $401K | Sell |
1,420
-551
| -28% | -$155K | 0.09% | 74 |
|
|
2024
Q2 | $524K | Hold |
1,971
| – | – | 0.13% | 62 |
|
|
2024
Q1 | $529K | Sell |
1,971
-509
| -21% | -$136K | 0.13% | 63 |
|
|
2023
Q4 | $622K | Buy |
2,480
+530
| +27% | +$133K | 0.18% | 52 |
|
|
2023
Q3 | $459K | Buy |
1,950
+7
| +0.4% | +$1.65K | 0.15% | 60 |
|
|
2023
Q2 | $476K | Hold |
1,943
| – | – | 0.15% | 60 |
|
|
2023
Q1 | $463K | Buy |
+1,943
| New | +$463K | 0.15% | 60 |
|
|
2016
Q4 | – | Sell |
-66
| Closed | -$8K | – | 510 |
|
|
2016
Q3 | $8K | Hold |
66
| – | – | 0.01% | 304 |
|
|
2016
Q2 | $8K | Hold |
66
| – | – | 0.01% | 294 |
|
|
2016
Q1 | $8K | Buy |
66
+1
| +2% | +$121 | 0.01% | 282 |
|
|
2015
Q4 | $9K | Buy |
+65
| New | +$9K | 0.01% | 249 |
|