Selective Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	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%	+$262	0.11%	89
2024 Q1	$253K	Sell	973 -126	-11%	-$33.1K	0.11%	91
2023 Q4	$280K	Buy	1,099 +38	+4%	+$9K	0.14%	69
2023 Q3	$247K	Sell	1,061 -17	-2%	-$4.14K	0.14%	70
2023 Q2	$259K	Buy	+1,078	New	+$262K	0.13%	87
2022 Q4	$271K	Buy	1,099 +80	+8%	+$19.4K	0.14%	93
2022 Q3	$228K	Hold	1,019	–	–	0.1%	109
2022 Q2	$240K	Sell	1,019 -63	-6%	-$15.2K	0.09%	124
2022 Q1	$275K	Sell	1,082 -63	-6%	-$15.6K	0.1%	103
2021 Q4	$305K	Sell	1,145 -9	-0.8%	-$2.29K	0.12%	84
2021 Q3	$285K	Buy	1,154 +185	+19%	+$47.5K	0.15%	75
2021 Q2	$239K	Sell	969 -92	-9%	-$22K	0.19%	62
2021 Q1	$243K	Buy	1,061 +43	+4%	+$9.86K	0.22%	51
2020 Q4	$228K	Buy	1,018 +4	+0.4%	+$855	0.15%	53
2020 Q3	$207K	Sell	1,014 -12	-1%	-$2.43K	0.16%	47
2020 Q2	$198K	Buy	1,026 +4	+0.4%	+$751	0.16%	46
2020 Q1	$169K	Sell	1,022 -70	-6%	-$12.8K	0.3%	25
2019 Q4	$209K	Sell	1,092 -177	-14%	-$31.7K	0.25%	26
2019 Q3	$212K	Sell	1,269 -1,023	-45%	-$175K	0.29%	29
2019 Q2	$399K	Buy	+2,292	New	+$387K	0.72%	20