RPWA
Regent Peak Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-752
| Closed | -$212K | – | 197 |
|
|
2024
Q3 | $212K | Sell |
752
-9
| -1% | -$2.54K | 0.05% | 165 |
|
|
2024
Q2 | $202K | Hold |
761
| – | – | 0.05% | 163 |
|
|
2024
Q1 | $206K | Buy |
+761
| New | +$206K | 0.05% | 161 |
|
|
2023
Q4 | – | Sell |
-874
| Closed | -$206K | – | 175 |
|
|
2023
Q3 | $206K | Hold |
874
| – | – | 0.06% | 142 |
|
|
2023
Q2 | $214K | Hold |
874
| – | – | 0.06% | 142 |
|
|
2023
Q1 | $208K | Hold |
874
| – | – | 0.06% | 147 |
|
|
2022
Q4 | $217K | Buy |
+874
| New | +$217K | 0.07% | 147 |
|
|
2021
Q1 | – | Sell |
-293
| Closed | -$66K | – | 960 |
|
|
2020
Q4 | $66K | Buy |
+293
| New | +$66K | 0.02% | 268 |
|