MWM
Mission 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 | $1.12M | Sell |
4,499
-356
| -7% | -$88.4K | 0.02% | 295 |
|
|
2025
Q1 | $1.29M | Buy |
4,855
+307
| +7% | +$81.3K | 0.03% | 240 |
|
|
2024
Q4 | $1.15M | Sell |
4,548
-383
| -8% | -$97.2K | 0.03% | 244 |
|
|
2024
Q3 | $1.39M | Sell |
4,931
-286
| -5% | -$80.7K | 0.03% | 218 |
|
|
2024
Q2 | $1.39M | Sell |
5,217
-2,745
| -34% | -$730K | 0.04% | 205 |
|
|
2024
Q1 | $2.15M | Buy |
7,962
+2,700
| +51% | +$730K | 0.06% | 168 |
|
|
2023
Q4 | $1.32M | Sell |
5,262
-1,703
| -24% | -$427K | 0.04% | 192 |
|
|
2023
Q3 | $1.64M | Sell |
6,965
-706
| -9% | -$166K | 0.06% | 148 |
|
|
2023
Q2 | $1.88M | Buy |
7,671
+208
| +3% | +$50.9K | 0.07% | 137 |
|
|
2023
Q1 | $1.78M | Buy |
7,463
+722
| +11% | +$172K | 0.07% | 138 |
|
|
2022
Q4 | $1.67M | Buy |
6,741
+1,696
| +34% | +$421K | 0.08% | 129 |
|
|
2022
Q3 | $1.13M | Buy |
5,045
+20
| +0.4% | +$4.48K | 0.06% | 161 |
|
|
2022
Q2 | $1.18M | Buy |
5,025
+893
| +22% | +$210K | 0.06% | 162 |
|
|
2022
Q1 | $1.05M | Sell |
4,132
-595
| -13% | -$151K | 0.05% | 187 |
|
|
2021
Q4 | $1.26M | Buy |
4,727
+1,071
| +29% | +$285K | 0.06% | 158 |
|
|
2021
Q3 | $904K | Buy |
3,656
+121
| +3% | +$29.9K | 0.05% | 184 |
|
|
2021
Q2 | $874K | Buy |
3,535
+589
| +20% | +$146K | 0.05% | 184 |
|
|
2021
Q1 | $674K | Buy |
2,946
+962
| +48% | +$220K | 0.04% | 207 |
|
|
2020
Q4 | $444K | Buy |
+1,984
| New | +$444K | 0.03% | 262 |
|