Norwood Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $242K | Sell |
895
-50
| -5% | -$13.5K | 0.35% | 61 |
|
|
2023
Q4 | $237K | Buy |
945
+33
| +4% | +$8.27K | 0.36% | 61 |
|
|
2023
Q3 | $214K | Sell |
912
-20
| -2% | -$4.7K | 0.35% | 65 |
|
|
2023
Q2 | $228K | Hold |
932
| – | – | 0.34% | 64 |
|
|
2023
Q1 | $222K | Sell |
932
-16
| -2% | -$3.82K | 0.35% | 65 |
|
|
2022
Q4 | $235K | Sell |
948
-25
| -3% | -$6.2K | 0.37% | 65 |
|
|
2022
Q3 | $218K | Hold |
973
| – | – | 0.39% | 62 |
|
|
2022
Q2 | $229K | Hold |
973
| – | – | 0.39% | 62 |
|
|
2022
Q1 | $248K | Sell |
973
-40
| -4% | -$10.2K | 0.36% | 66 |
|
|
2021
Q4 | $270K | Buy |
+1,013
| New | +$270K | 0.37% | 66 |
|