MWA
Moser Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.51M | Buy |
18,156
+401
| +2% | +$99.6K | 2.16% | 13 |
|
|
2025
Q1 | $4.7M | Buy |
17,755
+791
| +5% | +$209K | 2.46% | 11 |
|
|
2024
Q4 | $4.3M | Sell |
16,964
-115
| -0.7% | -$29.2K | 2.24% | 11 |
|
|
2024
Q3 | $4.82M | Buy |
17,079
+190
| +1% | +$53.6K | 2.5% | 11 |
|
|
2024
Q2 | $4.49M | Buy |
16,889
+275
| +2% | +$73.2K | 2.44% | 11 |
|
|
2024
Q1 | $4.49M | Buy |
16,614
+575
| +4% | +$156K | 2.5% | 11 |
|
|
2023
Q4 | $4.02M | Sell |
16,039
-83
| -0.5% | -$20.8K | 2.57% | 11 |
|
|
2023
Q3 | $3.79M | Buy |
16,122
+275
| +2% | +$64.7K | 2.66% | 11 |
|
|
2023
Q2 | $3.88M | Buy |
+15,847
| New | +$3.88M | 2.61% | 11 |
|
|
2022
Q4 | $3.74M | Buy |
15,088
+600
| +4% | +$149K | 2.82% | 11 |
|
|
2022
Q3 | $3.24M | Sell |
14,488
-3
| -0% | -$671 | 2.53% | 11 |
|
|
2022
Q2 | $3.41M | Buy |
14,491
+38
| +0.3% | +$8.95K | 2.54% | 11 |
|
|
2022
Q1 | $3.68M | Buy |
14,453
+300
| +2% | +$76.3K | 2.3% | 11 |
|
|
2021
Q4 | $3.77M | Hold |
14,153
| – | – | 2.28% | 12 |
|
|
2021
Q3 | $3.5M | Buy |
14,153
+1,034
| +8% | +$256K | 2.24% | 12 |
|
|
2021
Q2 | $3.24M | Buy |
13,119
+300
| +2% | +$74.1K | 2.09% | 13 |
|
|
2021
Q1 | $2.93M | Buy |
12,819
+150
| +1% | +$34.3K | 2.06% | 14 |
|
|
2020
Q4 | $2.83M | Buy |
12,669
+100
| +0.8% | +$22.4K | 2.09% | 14 |
|
|
2020
Q3 | $2.56M | Buy |
12,569
+680
| +6% | +$139K | 2.04% | 14 |
|
|
2020
Q2 | $2.29M | Buy |
11,889
+286
| +2% | +$55.1K | 2.18% | 11 |
|
|
2020
Q1 | $1.93M | Buy |
11,603
+850
| +8% | +$141K | 2.24% | 11 |
|
|
2019
Q4 | $2.06M | Buy |
+10,753
| New | +$2.06M | 1.98% | 13 |
|