RWM
RKL Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-884
| Closed | -$219K | – | 135 |
|
|
2022
Q4 | $219K | Buy |
+884
| New | +$219K | 0.03% | 125 |
|
|
2022
Q3 | – | Sell |
-880
| Closed | -$207K | – | 137 |
|
|
2022
Q2 | $207K | Buy |
880
+1
| +0.1% | +$235 | 0.03% | 133 |
|
|
2022
Q1 | $224K | Buy |
+879
| New | +$224K | 0.03% | 133 |
|
|
2015
Q4 | – | Sell |
-1,950
| Closed | -$239K | – | 56 |
|
|
2015
Q3 | $239K | Buy |
+1,950
| New | +$239K | 0.15% | 49 |
|