RDM
Retirement Design & Management’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-11,554
| Closed | -$1.43M | – | 73 |
|
|
2016
Q1 | $1.43M | Sell |
11,554
-33,771
| -75% | -$4.17M | 1.02% | 26 |
|
|
2015
Q4 | $6.02M | Buy |
45,325
+276
| +0.6% | +$36.7K | 3.36% | 8 |
|
|
2015
Q3 | $5.52M | Buy |
45,049
+374
| +0.8% | +$45.8K | 5.71% | 3 |
|
|
2015
Q2 | $6.25M | Buy |
44,675
+17,140
| +62% | +$2.4M | 5.37% | 3 |
|
|
2015
Q1 | $3.73M | Buy |
27,535
+4,760
| +21% | +$644K | 3.24% | 9 |
|
|
2014
Q4 | $2.86M | Buy |
+22,775
| New | +$2.86M | 2.17% | 13 |
|