SWG
Summit Wealth 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 | $6.24M | Buy |
25,123
+970
| +4% | +$241K | 1.6% | 18 |
|
|
2025
Q1 | $6.39M | Buy |
24,153
+244
| +1% | +$64.6K | 1.87% | 15 |
|
|
2024
Q4 | $6.07M | Buy |
23,909
+791
| +3% | +$201K | 1.76% | 15 |
|
|
2024
Q3 | $6.52M | Sell |
23,118
-565
| -2% | -$159K | 1.88% | 14 |
|
|
2024
Q2 | $6.3M | Buy |
23,683
+661
| +3% | +$176K | 1.89% | 12 |
|
|
2024
Q1 | $6.23M | Buy |
23,022
+690
| +3% | +$187K | 4.24% | 7 |
|
|
2023
Q4 | $5.6M | Buy |
22,332
+1,303
| +6% | +$327K | 4.38% | 7 |
|
|
2023
Q3 | $4.94M | Buy |
21,029
+505
| +2% | +$119K | 4.41% | 7 |
|
|
2023
Q2 | $5.03M | Sell |
20,524
-4,044,981
| -99% | -$990M | 2.03% | 12 |
|
|
2023
Q1 | $17K | Buy |
+4,065,505
| New | +$17K | 0.41% | 34 |
|