RSWM
Robertson Stephens Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.87M | Sell |
19,630
-1,942
| -9% | -$482K | 0.16% | 105 |
|
|
2025
Q1 | $5.71M | Sell |
21,572
-2,075
| -9% | -$549K | 0.2% | 92 |
|
|
2024
Q4 | $6M | Sell |
23,647
-8,667
| -27% | -$2.2M | 0.21% | 94 |
|
|
2024
Q3 | $9.16M | Buy |
32,314
+22,907
| +244% | +$6.49M | 0.33% | 66 |
|
|
2024
Q2 | $2.51M | Buy |
9,407
+73
| +0.8% | +$19.5K | 0.13% | 129 |
|
|
2024
Q1 | $2.53M | Buy |
+9,334
| New | +$2.53M | 0.13% | 131 |
|