RGT Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,909
| Closed | -$293K | – | 85 |
|
|
2018
Q1 | $293K | Sell |
1,909
-822
| -30% | -$126K | 0.14% | 73 |
|
|
2017
Q4 | $421K | Hold |
2,731
| – | – | 0.23% | 46 |
|
|
2017
Q3 | $416K | Sell |
2,731
-451
| -14% | -$68.7K | 0.28% | 41 |
|
|
2017
Q2 | $469K | Hold |
3,182
| – | – | 0.32% | 37 |
|
|
2017
Q1 | $439K | Hold |
3,182
| – | – | 0.3% | 42 |
|
|
2016
Q4 | $403K | Sell |
3,182
-2,187
| -41% | -$277K | 0.23% | 53 |
|
|
2016
Q3 | $749K | Buy |
+5,369
| New | +$749K | 0.46% | 31 |
|