PWAG
Polaris Wealth Advisory Group’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-68,914
| Closed | -$11.1M | – | 180 |
|
|
2018
Q4 | $11.1M | Sell |
68,914
-2,580
| -4% | -$414K | 1.04% | 44 |
|
|
2018
Q3 | $12.9M | Buy |
71,494
+70,950
| +13,042% | +$12.8M | 0.89% | 50 |
|
|
2018
Q2 | $84K | Hold |
544
| – | – | 0.01% | 115 |
|
|
2018
Q1 | $84K | Buy |
+544
| New | +$84K | 0.01% | 181 |
|
|
2014
Q2 | – | Sell |
-865
| Closed | -$92K | – | 148 |
|
|
2014
Q1 | $92K | Sell |
865
-165
| -16% | -$17.5K | 0.02% | 88 |
|
|
2013
Q4 | $104K | Sell |
1,030
-10
| -1% | -$1.01K | 0.03% | 91 |
|
|
2013
Q3 | $96.9K | Buy |
1,040
+300
| +41% | +$27.9K | 0.03% | 83 |
|
|
2013
Q2 | $63.9K | Buy |
+740
| New | +$63.9K | 0.03% | 78 |
|