SVWAG
Sound View Wealth Advisors Group’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.75M | Buy |
15,086
+50
| +0.3% | +$12.4K | 0.28% | 84 |
|
|
2025
Q1 | $3.98M | Sell |
15,036
-190
| -1% | -$50.3K | 0.33% | 71 |
|
|
2024
Q4 | $3.86M | Sell |
15,226
-566
| -4% | -$144K | 0.31% | 69 |
|
|
2024
Q3 | $4.46M | Buy |
15,792
+2,223
| +16% | +$627K | 0.36% | 62 |
|
|
2024
Q2 | $3.61M | Buy |
13,569
+243
| +2% | +$64.6K | 0.37% | 61 |
|
|
2024
Q1 | $3.6M | Sell |
13,326
-1,228
| -8% | -$332K | 0.38% | 61 |
|
|
2023
Q4 | $3.65M | Buy |
14,554
+1,534
| +12% | +$385K | 0.4% | 62 |
|
|
2023
Q3 | $3.06M | Buy |
13,020
+1,821
| +16% | +$428K | 0.38% | 61 |
|
|
2023
Q2 | $2.74M | Buy |
11,199
+203
| +2% | +$49.7K | 0.36% | 65 |
|
|
2023
Q1 | $2.62M | Sell |
10,996
-3,558
| -24% | -$848K | 0.36% | 68 |
|
|
2022
Q4 | $3.65M | Buy |
14,554
+8,135
| +127% | +$2.04M | 0.4% | 62 |
|
|
2022
Q3 | $1.44M | Sell |
6,419
-65
| -1% | -$14.5K | 0.32% | 78 |
|
|
2022
Q2 | $1.53M | Sell |
6,484
-810
| -11% | -$191K | 0.32% | 80 |
|
|
2022
Q1 | $1.86M | Buy |
7,294
+13
| +0.2% | +$3.31K | 0.35% | 70 |
|
|
2021
Q4 | $1.94M | Sell |
7,281
-336
| -4% | -$89.5K | 0.37% | 68 |
|
|
2021
Q3 | $1.88M | Buy |
7,617
+155
| +2% | +$38.3K | 0.39% | 62 |
|
|
2021
Q2 | $1.84M | Sell |
7,462
-218
| -3% | -$53.9K | 0.39% | 66 |
|
|
2021
Q1 | $1.76M | Sell |
7,680
-209
| -3% | -$47.8K | 0.41% | 67 |
|
|
2020
Q4 | $1.77M | Buy |
7,889
+251
| +3% | +$56.2K | 0.43% | 61 |
|
|
2020
Q3 | $1.56M | Buy |
7,638
+355
| +5% | +$72.4K | 0.41% | 66 |
|
|
2020
Q2 | $1.4M | Sell |
7,283
-2,111
| -22% | -$407K | 0.4% | 73 |
|
|
2020
Q1 | $1.56M | Buy |
9,394
+687
| +8% | +$114K | 0.54% | 59 |
|
|
2019
Q4 | $1.67M | Buy |
8,707
+4,078
| +88% | +$782K | 0.47% | 64 |
|
|
2019
Q3 | $776K | Buy |
4,629
+3,013
| +186% | +$505K | 0.23% | 101 |
|
|
2019
Q2 | $281K | Buy |
+1,616
| New | +$281K | 0.08% | 206 |
|