TMWM
Taylor & Morgan 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 | – | Sell |
-803
| Closed | -$213K | – | 73 |
|
|
2025
Q1 | $213K | Sell |
803
-134
| -14% | -$35.5K | 0.16% | 62 |
|
|
2024
Q4 | $238K | Buy |
937
+2
| +0.2% | +$507 | 0.17% | 60 |
|
|
2024
Q3 | $264K | Buy |
935
+136
| +17% | +$38.4K | 0.18% | 58 |
|
|
2024
Q2 | $213K | Hold |
799
| – | – | 0.15% | 62 |
|
|
2024
Q1 | $216K | Buy |
+799
| New | +$216K | 0.16% | 62 |
|
|
2023
Q4 | – | Sell |
-877
| Closed | -$206K | – | 65 |
|
|
2023
Q3 | $206K | Buy |
877
+1
| +0.1% | +$235 | 0.19% | 54 |
|
|
2023
Q2 | $215K | Sell |
876
-97
| -10% | -$23.8K | 0.18% | 56 |
|
|
2023
Q1 | $232K | Hold |
973
| – | – | 0.2% | 57 |
|
|
2022
Q4 | $241K | Sell |
973
-79
| -8% | -$19.6K | 0.23% | 56 |
|
|
2022
Q3 | $235K | Sell |
1,052
-105
| -9% | -$23.5K | 0.23% | 56 |
|
|
2022
Q2 | $272K | Sell |
1,157
-40
| -3% | -$9.4K | 0.26% | 54 |
|
|
2022
Q1 | $305K | Buy |
1,197
+4
| +0.3% | +$1.02K | 0.25% | 52 |
|
|
2021
Q4 | $318K | Buy |
+1,193
| New | +$318K | 0.26% | 52 |
|