MPW
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Monterey Private Wealth’s Vanguard Health Care ETF VHT Stock Holding History

Monterey Private Wealth’s Portfolio VHT Stock Details VHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$215K Buy
812
+1
+0.1% +$265 0.06% 126
2024
Q4 		$206K Sell
811
-79
-9% -$20K 0.07% 130
2024
Q3 		$251K Buy
+890
New +$251K 0.09% 106