OPPS
Obsidian Personal Planning Solutions’s Vanguard Health Care ETF VHT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.28M | Buy |
17,222
+503
| +3% | +$125K | 1.73% | 18 |
|
2025
Q1 | $4.28M | Buy |
+16,719
| New | +$4.28M | 1.91% | 18 |
|
2023
Q4 | – | Sell |
-9,252
| Closed | -$2.18M | – | 85 |
|
2023
Q3 | $2.18M | Sell |
9,252
-50
| -0.5% | -$11.8K | 1.86% | 17 |
|
2023
Q2 | $2.28M | Buy |
9,302
+3
| +0% | +$734 | 2.8% | 11 |
|
2023
Q1 | $2.22M | Sell |
9,299
-121
| -1% | -$28.9K | 3.23% | 11 |
|
2022
Q4 | $2.34M | Buy |
9,420
+865
| +10% | +$215K | 3.75% | 11 |
|
2022
Q3 | $1.91M | Sell |
8,555
-33
| -0.4% | -$7.38K | 3.5% | 11 |
|
2022
Q2 | $2.02M | Buy |
+8,588
| New | +$2.02M | 3.45% | 10 |
|