MWP
Moller Wealth Partners’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Buy |
1,249
+5
| +0.4% | +$1.24K | 0.07% | 52 |
|
|
2025
Q1 | $329K | Buy |
1,244
+4
| +0.3% | +$1.06K | 0.08% | 50 |
|
|
2024
Q4 | $315K | Buy |
1,240
+73
| +6% | +$18.5K | 0.08% | 47 |
|
|
2024
Q3 | $329K | Buy |
1,167
+4
| +0.3% | +$1.13K | 0.08% | 50 |
|
|
2024
Q2 | $309K | Buy |
1,163
+128
| +12% | +$34.1K | 0.08% | 52 |
|
|
2024
Q1 | $280K | Buy |
1,035
+3
| +0.3% | +$812 | 0.08% | 44 |
|
|
2023
Q4 | $259K | Buy |
1,032
+8
| +0.8% | +$2.01K | 0.07% | 44 |
|
|
2023
Q3 | $241K | Buy |
1,024
+3
| +0.3% | +$706 | 0.08% | 43 |
|
|
2023
Q2 | $250K | Hold |
1,021
| – | – | 0.08% | 45 |
|
|
2023
Q1 | $243K | Buy |
1,021
+4
| +0.4% | +$954 | 0.08% | 45 |
|
|
2022
Q4 | $252K | Sell |
1,017
-56
| -5% | -$13.9K | 0.08% | 45 |
|
|
2022
Q3 | $240K | Hold |
1,073
| – | – | 0.09% | 41 |
|
|
2022
Q2 | $253K | Buy |
+1,073
| New | +$253K | 0.09% | 41 |
|