Octavia Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $319K | Sell |
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|
2025
Q2 | $307K | Sell |
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|
2025
Q1 | $384K | Hold |
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|
2024
Q4 | $368K | Hold |
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|
2024
Q3 | $411K | Sell |
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|
2024
Q2 | $399K | Sell |
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|
2024
Q1 | $407K | Sell |
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|
2023
Q4 | $447K | Buy |
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|
2023
Q3 | $362K | Sell |
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|
2023
Q2 | $434K | Buy |
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|
2023
Q1 | $410K | Sell |
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|
2022
Q4 | $444K | Sell |
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|
2022
Q3 | $413K | Sell |
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|
2022
Q2 | $448K | Buy |
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|
2022
Q1 | $485K | Sell |
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|
2021
Q4 | $534K | Buy |
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|
2021
Q3 | $495K | Hold |
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|
2021
Q2 | $494K | Sell |
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|
2021
Q1 | $479K | Sell |
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|
2020
Q4 | $470K | Buy |
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