MPS Loria Financial Planners’s Vanguard Health Care ETF VHT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-146
| Closed | -$33K | – | 545 |
|
|
2021
Q1 | $33K | Hold |
146
| – | – | 0.02% | 197 |
|
|
2020
Q4 | $32K | Hold |
146
| – | – | 0.01% | 195 |
|
|
2020
Q3 | $30K | Hold |
146
| – | – | 0.02% | 177 |
|
|
2020
Q2 | $28K | Buy |
+146
| New | +$28K | 0.02% | 177 |
|
|
2017
Q3 | – | Sell |
-761
| Closed | -$112K | – | 327 |
|
|
2017
Q2 | $112K | Buy |
+761
| New | +$112K | 0.08% | 108 |
|