MWM
Modern 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 | $509K | Sell |
2,050
-659
| -24% | -$164K | 0.01% | 471 |
|
|
2025
Q1 | $717K | Sell |
2,709
-185
| -6% | -$49K | 0.02% | 356 |
|
|
2024
Q4 | $734K | Sell |
2,894
-2,930
| -50% | -$743K | 0.03% | 303 |
|
|
2024
Q3 | $1.64M | Sell |
5,824
-680
| -10% | -$192K | 0.1% | 128 |
|
|
2024
Q2 | $1.73M | Buy |
6,504
+5,468
| +528% | +$1.45M | 0.13% | 96 |
|
|
2024
Q1 | $280K | Buy |
+1,036
| New | +$280K | 0.03% | 247 |
|