SSWM
Sheets Smith Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
4,877
-235
| -5% | -$58.4K | 0.14% | 141 |
|
|
2025
Q1 | $1.35M | Sell |
5,112
-140
| -3% | -$37.1K | 0.17% | 125 |
|
|
2024
Q4 | $1.33M | Hold |
5,252
| – | – | 0.16% | 125 |
|
|
2024
Q3 | $1.48M | Sell |
5,252
-3,048
| -37% | -$860K | 0.18% | 122 |
|
|
2024
Q2 | $2.21M | Sell |
8,300
-15
| -0.2% | -$3.99K | 0.26% | 92 |
|
|
2024
Q1 | $2.25M | Buy |
+8,315
| New | +$2.25M | 0.25% | 90 |
|