SWM
Scissortail Wealth Management’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 |
-973
| Closed | -$250K | – | 207 |
|
|
2023
Q4 | $250K | Buy |
+973
| New | +$250K | 0.08% | 137 |
|
|
2023
Q1 | – | Sell |
-973
| Closed | -$237K | – | 119 |
|
|
2022
Q4 | $237K | Buy |
+973
| New | +$237K | 0.14% | 100 |
|
|
2022
Q3 | – | Sell |
-688
| Closed | -$183K | – | 146 |
|
|
2022
Q2 | $183K | Buy |
+688
| New | +$183K | 0.07% | 85 |
|
|
2022
Q1 | – | Sell |
-688
| Closed | -$183K | – | 144 |
|
|
2021
Q4 | $183K | Buy |
+688
| New | +$183K | 0.07% | 85 |
|