Obermeyer Wealth Partners’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
Q4 | – | Sell |
-1,100
| Closed | -$272K | – | 239 |
|
|
2021
Q3 | $272K | Hold |
1,100
| – | – | 0.02% | 176 |
|
|
2021
Q2 | $272K | Hold |
1,100
| – | – | 0.02% | 179 |
|
|
2021
Q1 | $252K | Hold |
1,100
| – | – | 0.02% | 175 |
|
|
2020
Q4 | $246K | Hold |
1,100
| – | – | 0.02% | 130 |
|
|
2020
Q3 | $224K | Buy |
+1,100
| New | +$224K | 0.02% | 131 |
|