TVWM
Tower View 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 | $18.6K | Hold |
75
| – | – | 0.01% | 121 |
|
|
2025
Q1 | $19.8K | Sell |
75
-5,610
| -99% | -$1.48M | 0.01% | 103 |
|
|
2024
Q4 | $1.44M | Buy |
5,685
+57
| +1% | +$14.5K | 0.76% | 44 |
|
|
2024
Q3 | $1.59M | Sell |
5,628
-129
| -2% | -$36.4K | 0.87% | 42 |
|
|
2024
Q2 | $1.53M | Sell |
5,757
-2
| -0% | -$532 | 0.88% | 40 |
|
|
2024
Q1 | $1.56M | Sell |
5,759
-121
| -2% | -$32.7K | 0.91% | 40 |
|
|
2023
Q4 | $1.47M | Buy |
5,880
+79
| +1% | +$19.8K | 0.91% | 40 |
|
|
2023
Q3 | $1.36M | Sell |
5,801
-219
| -4% | -$51.5K | 0.96% | 38 |
|
|
2023
Q2 | $1.47M | Sell |
6,020
-1,281
| -18% | -$314K | 1% | 40 |
|
|
2023
Q1 | $1.74M | Buy |
7,301
+63
| +0.9% | +$15K | 1.17% | 37 |
|
|
2022
Q4 | $1.8M | Buy |
7,238
+29
| +0.4% | +$7.19K | 1.25% | 37 |
|
|
2022
Q3 | $1.61M | Buy |
7,209
+3
| +0% | +$671 | 1.23% | 38 |
|
|
2022
Q2 | $1.7M | Buy |
7,206
+36
| +0.5% | +$8.48K | 1.25% | 37 |
|
|
2022
Q1 | $1.82M | Buy |
7,170
+157
| +2% | +$39.9K | 0.98% | 42 |
|
|
2021
Q4 | $1.87M | Sell |
7,013
-142
| -2% | -$37.8K | 0.95% | 42 |
|
|
2021
Q3 | $1.77M | Sell |
7,155
-40
| -0.6% | -$9.89K | 0.98% | 39 |
|
|
2021
Q2 | $1.78M | Sell |
7,195
-19
| -0.3% | -$4.7K | 0.9% | 44 |
|
|
2021
Q1 | $1.65M | Sell |
7,214
-309
| -4% | -$70.7K | 0.9% | 44 |
|
|
2020
Q4 | $1.68M | Sell |
7,523
-107
| -1% | -$23.9K | 0.96% | 41 |
|
|
2020
Q3 | $1.56M | Buy |
7,630
+244
| +3% | +$49.8K | 1.01% | 41 |
|
|
2020
Q2 | $1.42M | Buy |
7,386
+2,893
| +64% | +$557K | 1.04% | 42 |
|
|
2020
Q1 | $746K | Sell |
4,493
-200
| -4% | -$33.2K | 0.67% | 50 |
|
|
2019
Q4 | $900K | Sell |
4,693
-145
| -3% | -$27.8K | 0.68% | 49 |
|
|
2019
Q3 | $811K | Sell |
4,838
-1,055
| -18% | -$177K | 0.67% | 47 |
|
|
2019
Q2 | $1.03M | Sell |
5,893
-515
| -8% | -$89.6K | 0.87% | 42 |
|
|
2019
Q1 | $1.11M | Hold |
6,408
| – | – | 0.98% | 41 |
|
|
2018
Q4 | $1.03M | Buy |
6,408
+5,275
| +466% | +$847K | 1.06% | 41 |
|
|
2018
Q3 | $204K | Buy |
1,133
+8
| +0.7% | +$1.44K | 0.18% | 67 |
|
|
2018
Q2 | $179K | Hold |
1,125
| – | – | 0.17% | 66 |
|
|
2018
Q1 | $173K | Sell |
1,125
-178
| -14% | -$27.4K | 0.17% | 67 |
|
|
2017
Q4 | $201K | Buy |
+1,303
| New | +$201K | 0.19% | 69 |
|