PWP
Principle Wealth Partners’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Sell |
7,068
-187
| -3% | -$46.4K | 0.11% | 124 |
|
|
2025
Q1 | $1.92M | Hold |
7,255
| – | – | 0.14% | 120 |
|
|
2024
Q4 | $1.84M | Sell |
7,255
-297
| -4% | -$75.4K | 0.13% | 124 |
|
|
2024
Q3 | $2.13M | Sell |
7,552
-214
| -3% | -$60.4K | 0.15% | 117 |
|
|
2024
Q2 | $2.07M | Sell |
7,766
-320
| -4% | -$85.1K | 0.16% | 120 |
|
|
2024
Q1 | $2.19M | Sell |
8,086
-643
| -7% | -$174K | 0.17% | 117 |
|
|
2023
Q4 | $2.19M | Sell |
8,729
-1,665
| -16% | -$417K | 0.19% | 114 |
|
|
2023
Q3 | $2.44M | Sell |
10,394
-140
| -1% | -$32.9K | 0.25% | 93 |
|
|
2023
Q2 | $2.58M | Hold |
10,534
| – | – | 0.26% | 88 |
|
|
2023
Q1 | $2.51M | Sell |
10,534
-288
| -3% | -$68.7K | 0.27% | 87 |
|
|
2022
Q4 | $2.68M | Hold |
10,822
| – | – | 0.3% | 80 |
|
|
2022
Q3 | $2.42K | Buy |
10,822
+150
| +1% | +$34 | 0.23% | 83 |
|
|
2022
Q2 | $2.51M | Sell |
10,672
-302
| -3% | -$71.1K | 0.3% | 79 |
|
|
2022
Q1 | $2.79M | Buy |
10,974
+416
| +4% | +$106K | 0.29% | 77 |
|
|
2021
Q4 | $2.81M | Sell |
10,558
-1,065
| -9% | -$284K | 0.3% | 73 |
|
|
2021
Q3 | $2.87M | Buy |
11,623
+14
| +0.1% | +$3.46K | 0.33% | 67 |
|
|
2021
Q2 | $2.87M | Buy |
11,609
+115
| +1% | +$28.4K | 0.33% | 68 |
|
|
2021
Q1 | $2.63M | Sell |
11,494
-1,109
| -9% | -$254K | 0.31% | 66 |
|
|
2020
Q4 | $2.82M | Buy |
12,603
+1,753
| +16% | +$392K | 0.37% | 57 |
|
|
2020
Q3 | $2.21M | Sell |
10,850
-143
| -1% | -$29.2K | 0.62% | 28 |
|
|
2020
Q2 | $2.12M | Hold |
10,993
| – | – | 0.62% | 29 |
|
|
2020
Q1 | $1.83M | Buy |
10,993
+2,649
| +32% | +$440K | 0.69% | 27 |
|
|
2019
Q4 | $1.6M | Sell |
8,344
-2,249
| -21% | -$431K | 0.51% | 44 |
|
|
2019
Q3 | $1.78M | Sell |
10,593
-1,310
| -11% | -$220K | 0.61% | 39 |
|
|
2019
Q2 | $2.07M | Buy |
11,903
+402
| +3% | +$69.9K | 1.06% | 23 |
|
|
2019
Q1 | $1.98M | Buy |
11,501
+79
| +0.7% | +$13.6K | 1.13% | 24 |
|
|
2018
Q4 | $1.83M | Buy |
+11,422
| New | +$1.83M | 1.54% | 21 |
|