National Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,071
| Closed | -$266K | – | 168 |
|
|
2022
Q4 | $266K | Sell |
1,071
-268
| -20% | -$66.5K | 0.32% | 101 |
|
|
2022
Q3 | $300K | Sell |
1,339
-33
| -2% | -$7.38K | 0.39% | 87 |
|
|
2022
Q2 | $323K | Sell |
1,372
-610
| -31% | -$144K | 0.41% | 70 |
|
|
2022
Q1 | $504K | Sell |
1,982
-3,934
| -66% | -$1M | 0.49% | 59 |
|
|
2021
Q4 | $1.58M | Buy |
+5,916
| New | +$1.58M | 1.48% | 17 |
|