SageView Advisory Group’s Vanguard Health Care ETF VHT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-7,274
Closed -$1.87M 862
2023
Q4
$1.87M Buy
7,274
+525
+8% +$135K 0.08% 151
2023
Q3
$1.59M Hold
6,749
0.09% 134
2023
Q2
$1.65M Buy
+6,749
New +$1.65M 0.09% 138