SWM
Selective 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
Q4 | – | Sell |
-965
| Closed | -$268K | – | 112 |
|
|
2024
Q3 | $268K | Sell |
965
-9
| -0.9% | -$2.5K | 0.11% | 90 |
|
|
2024
Q2 | $258K | Buy |
974
+1
| +0.1% | +$265 | 0.11% | 89 |
|
|
2024
Q1 | $253K | Sell |
973
-126
| -11% | -$32.7K | 0.11% | 91 |
|
|
2023
Q4 | $280K | Buy |
1,099
+38
| +4% | +$9.68K | 0.14% | 69 |
|
|
2023
Q3 | $247K | Sell |
1,061
-17
| -2% | -$3.96K | 0.14% | 70 |
|
|
2023
Q2 | $259K | Buy |
+1,078
| New | +$259K | 0.13% | 87 |
|
|
2022
Q4 | $271K | Buy |
1,099
+80
| +8% | +$19.7K | 0.14% | 93 |
|
|
2022
Q3 | $228K | Hold |
1,019
| – | – | 0.1% | 109 |
|
|
2022
Q2 | $240K | Sell |
1,019
-63
| -6% | -$14.8K | 0.09% | 124 |
|
|
2022
Q1 | $275K | Sell |
1,082
-63
| -6% | -$16K | 0.1% | 103 |
|
|
2021
Q4 | $305K | Sell |
1,145
-9
| -0.8% | -$2.4K | 0.12% | 84 |
|
|
2021
Q3 | $285K | Buy |
1,154
+185
| +19% | +$45.7K | 0.15% | 75 |
|
|
2021
Q2 | $239K | Sell |
969
-92
| -9% | -$22.7K | 0.19% | 62 |
|
|
2021
Q1 | $243K | Buy |
1,061
+43
| +4% | +$9.85K | 0.22% | 51 |
|
|
2020
Q4 | $228K | Buy |
1,018
+4
| +0.4% | +$896 | 0.15% | 53 |
|
|
2020
Q3 | $207K | Sell |
1,014
-12
| -1% | -$2.45K | 0.16% | 47 |
|
|
2020
Q2 | $198K | Buy |
1,026
+4
| +0.4% | +$772 | 0.16% | 46 |
|
|
2020
Q1 | $169K | Sell |
1,022
-70
| -6% | -$11.6K | 0.26% | 24 |
|
|
2019
Q4 | $209K | Sell |
1,092
-177
| -14% | -$33.9K | 0.25% | 26 |
|
|
2019
Q3 | $212K | Sell |
1,269
-1,023
| -45% | -$171K | 0.29% | 29 |
|
|
2019
Q2 | $399K | Buy |
+2,292
| New | +$399K | 0.65% | 19 |
|