RWIA
Roger Wittlin Investment Advisory’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-803
| Closed | -$213K | – | 47 |
|
|
2025
Q1 | $213K | Sell |
803
-89
| -10% | -$23.6K | 0.12% | 41 |
|
|
2024
Q4 | $226K | Buy |
892
+6
| +0.7% | +$1.52K | 0.13% | 40 |
|
|
2024
Q3 | $250K | Buy |
886
+4
| +0.5% | +$1.13K | 0.14% | 45 |
|
|
2024
Q2 | $235K | Hold |
882
| – | – | 0.15% | 46 |
|
|
2024
Q1 | $239K | Buy |
882
+3
| +0.3% | +$812 | 0.17% | 39 |
|
|
2023
Q4 | $221K | Buy |
879
+6
| +0.7% | +$1.51K | 0.16% | 39 |
|
|
2023
Q3 | $205K | Sell |
873
-1,198
| -58% | -$282K | 0.17% | 38 |
|
|
2023
Q2 | $507K | Hold |
2,071
| – | – | 0.41% | 32 |
|
|
2023
Q1 | $494K | Buy |
2,071
+53
| +3% | +$12.6K | 0.44% | 31 |
|
|
2022
Q4 | $501K | Buy |
+2,018
| New | +$501K | 0.5% | 30 |
|
|
2022
Q3 | – | Sell |
-2,003
| Closed | -$471K | – | 30 |
|
|
2022
Q2 | $471K | Buy |
2,003
+7
| +0.4% | +$1.65K | 0.46% | 26 |
|
|
2022
Q1 | $507K | Buy |
+1,996
| New | +$507K | 0.47% | 19 |
|