RWP
RWA Wealth Partners’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Sell |
6,328
-5,376
| -46% | -$1.33M | 0.02% | 275 |
|
|
2025
Q1 | $3.1M | Sell |
11,704
-498
| -4% | -$132K | 0.04% | 195 |
|
|
2024
Q4 | $3.1M | Buy |
12,202
+107
| +0.9% | +$27.1K | 0.04% | 202 |
|
|
2024
Q3 | $3.41M | Sell |
12,095
-95
| -0.8% | -$26.8K | 0.04% | 199 |
|
|
2024
Q2 | $3.24M | Sell |
12,190
-151
| -1% | -$40.2K | 0.04% | 187 |
|
|
2024
Q1 | $3.34M | Sell |
12,341
-209
| -2% | -$56.5K | 0.04% | 184 |
|
|
2023
Q4 | $3.15M | Buy |
12,550
+1,449
| +13% | +$363K | 0.04% | 179 |
|
|
2023
Q3 | $2.61M | Buy |
11,101
+1,533
| +16% | +$360K | 0.06% | 118 |
|
|
2023
Q2 | $2.34M | Buy |
9,568
+1,037
| +12% | +$254K | 0.05% | 117 |
|
|
2023
Q1 | $2.03M | Sell |
8,531
-589
| -6% | -$140K | 0.05% | 100 |
|
|
2022
Q4 | $2.26M | Sell |
9,120
-7,440
| -45% | -$1.85M | 0.06% | 101 |
|
|
2022
Q3 | $3.7M | Sell |
16,560
-637
| -4% | -$142K | 0.26% | 73 |
|
|
2022
Q2 | $4.05M | Buy |
17,197
+2,003
| +13% | +$472K | 0.27% | 72 |
|
|
2022
Q1 | $3.87M | Buy |
15,194
+3,195
| +27% | +$813K | 0.25% | 81 |
|
|
2021
Q4 | $3.2M | Buy |
11,999
+102
| +0.9% | +$27.2K | 0.21% | 87 |
|
|
2021
Q3 | $2.94M | Buy |
11,897
+193
| +2% | +$47.7K | 0.22% | 86 |
|
|
2021
Q2 | $2.89M | Buy |
11,704
+364
| +3% | +$89.9K | 0.22% | 84 |
|
|
2021
Q1 | $2.59M | Sell |
11,340
-13,635
| -55% | -$3.12M | 0.21% | 88 |
|
|
2020
Q4 | $5.59M | Buy |
24,975
+13,626
| +120% | +$3.05M | 0.5% | 55 |
|
|
2020
Q3 | $2.32M | Buy |
11,349
+213
| +2% | +$43.4K | 0.24% | 78 |
|
|
2020
Q2 | $2.15M | Buy |
11,136
+144
| +1% | +$27.7K | 0.26% | 74 |
|
|
2020
Q1 | $1.83M | Sell |
10,992
-4,053
| -27% | -$673K | 0.26% | 73 |
|
|
2019
Q4 | $2.89M | Sell |
15,045
-102
| -0.7% | -$19.6K | 0.29% | 77 |
|
|
2019
Q3 | $2.54M | Sell |
15,147
-70
| -0.5% | -$11.7K | 0.27% | 85 |
|
|
2019
Q2 | $2.65M | Sell |
15,217
-194
| -1% | -$33.7K | 0.28% | 81 |
|
|
2019
Q1 | $2.66M | Buy |
15,411
+558
| +4% | +$96.2K | 0.3% | 82 |
|
|
2018
Q4 | $2.39M | Buy |
14,853
+12,688
| +586% | +$2.04M | 0.31% | 75 |
|
|
2018
Q3 | $391K | Sell |
2,165
-163
| -7% | -$29.4K | 0.04% | 167 |
|
|
2018
Q2 | $371K | Buy |
2,328
+771
| +50% | +$123K | 0.04% | 176 |
|
|
2018
Q1 | $239K | Sell |
1,557
-63
| -4% | -$9.67K | 0.03% | 180 |
|
|
2017
Q4 | $250K | Sell |
1,620
-828
| -34% | -$128K | 0.03% | 207 |
|
|
2017
Q3 | $373K | Buy |
2,448
+5
| +0.2% | +$762 | 0.04% | 172 |
|
|
2017
Q2 | $360K | Sell |
2,443
-13
| -0.5% | -$1.92K | 0.04% | 147 |
|
|
2017
Q1 | $338K | Buy |
2,456
+473
| +24% | +$65.1K | 0.04% | 147 |
|
|
2016
Q4 | $251K | Buy |
+1,983
| New | +$251K | 0.23% | 41 |
|