Personal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,571
| Closed | -$908K | – | 65 |
|
|
2022
Q1 | $908K | Hold |
3,571
| – | – | 0.4% | 29 |
|
|
2021
Q4 | $951K | Sell |
3,571
-250
| -7% | -$66.6K | 0.39% | 32 |
|
|
2021
Q3 | $944K | Hold |
3,821
| – | – | 0.4% | 32 |
|
|
2021
Q2 | $944K | Hold |
3,821
| – | – | 0.38% | 32 |
|
|
2021
Q1 | $874K | Hold |
3,821
| – | – | 0.39% | 33 |
|
|
2020
Q4 | $855K | Hold |
3,821
| – | – | 0.4% | 27 |
|
|
2020
Q3 | $779K | Sell |
3,821
-970
| -20% | -$198K | 0.41% | 25 |
|
|
2020
Q2 | $923K | Sell |
4,791
-637
| -12% | -$123K | 0.51% | 22 |
|
|
2020
Q1 | $902K | Sell |
5,428
-1,684
| -24% | -$280K | 0.54% | 22 |
|
|
2019
Q4 | $1.36M | Sell |
7,112
-1,311
| -16% | -$251K | 0.59% | 23 |
|
|
2019
Q3 | $1.41M | Sell |
8,423
-217
| -3% | -$36.4K | 0.65% | 22 |
|
|
2019
Q2 | $1.5M | Hold |
8,640
| – | – | 0.72% | 18 |
|
|
2019
Q1 | $1.49M | Hold |
8,640
| – | – | 0.79% | 17 |
|
|
2018
Q4 | $1.39M | Buy |
+8,640
| New | +$1.39M | 0.87% | 11 |
|