RWG
Ratio Wealth Group’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $11.3M | Buy |
41,752
+670
| +2% | +$181K | 2.1% | 20 |
|
|
2023
Q4 | $10.3M | Sell |
41,082
-14,493
| -26% | -$3.63M | 2.23% | 18 |
|
|
2023
Q3 | $13.1M | Sell |
55,575
-5,875
| -10% | -$1.38M | 3.27% | 13 |
|
|
2023
Q2 | $15M | Buy |
+61,450
| New | +$15M | 3.72% | 12 |
|
|
2022
Q4 | $15.8M | Buy |
63,620
+1,883
| +3% | +$467K | 4.48% | 9 |
|
|
2022
Q3 | $13.8M | Buy |
61,737
+5,695
| +10% | +$1.27M | 4.5% | 9 |
|
|
2022
Q2 | $13.2M | Sell |
56,042
-4,039
| -7% | -$951K | 4.29% | 10 |
|
|
2022
Q1 | $15.3M | Buy |
60,081
+3,589
| +6% | +$913K | 4.56% | 9 |
|
|
2021
Q4 | $15.1M | Buy |
56,492
+2,707
| +5% | +$721K | 4.53% | 10 |
|
|
2021
Q3 | $13.3M | Buy |
53,785
+3,211
| +6% | +$794K | 4.36% | 10 |
|
|
2021
Q2 | $12.5M | Buy |
50,574
+4,739
| +10% | +$1.17M | 4.48% | 10 |
|
|
2021
Q1 | $10.5M | Buy |
45,835
+10,689
| +30% | +$2.45M | 4.38% | 10 |
|
|
2020
Q4 | $7.86M | Buy |
+35,146
| New | +$7.86M | 4.22% | 11 |
|