MWM
Modera 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 | $1M | Buy |
4,047
+150
| +4% | +$37.3K | 0.01% | 332 |
|
|
2025
Q1 | $1.03M | Sell |
3,897
-521
| -12% | -$138K | 0.01% | 318 |
|
|
2024
Q4 | $1.12M | Buy |
4,418
+135
| +3% | +$34.2K | 0.01% | 310 |
|
|
2024
Q3 | $1.21M | Buy |
+4,283
| New | +$1.21M | 0.02% | 283 |
|
|
2024
Q2 | – | Sell |
-4,010
| Closed | -$1.08M | – | 590 |
|
|
2024
Q1 | $1.08M | Buy |
4,010
+1,287
| +47% | +$348K | 0.02% | 290 |
|
|
2023
Q4 | $682K | Sell |
2,723
-222
| -8% | -$55.6K | 0.01% | 334 |
|
|
2023
Q3 | $692K | Buy |
2,945
+67
| +2% | +$15.7K | 0.01% | 320 |
|
|
2023
Q2 | $705K | Buy |
2,878
+474
| +20% | +$116K | 0.01% | 336 |
|
|
2023
Q1 | $573K | Sell |
2,404
-154
| -6% | -$36.7K | 0.02% | 202 |
|
|
2022
Q4 | $635K | Buy |
2,558
+1,281
| +100% | +$318K | 0.03% | 186 |
|
|
2022
Q3 | $286K | Hold |
1,277
| – | – | 0.01% | 252 |
|
|
2022
Q2 | $301K | Sell |
1,277
-13
| -1% | -$3.06K | 0.01% | 255 |
|
|
2022
Q1 | $328K | Buy |
+1,290
| New | +$328K | 0.01% | 266 |
|
|
2018
Q2 | – | Sell |
-1,381
| Closed | -$212K | – | 138 |
|
|
2018
Q1 | $212K | Buy |
+1,381
| New | +$212K | 0.04% | 124 |
|