TW
Transform Wealth’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-23,449
| Closed | -$5.25M | – | 204 |
|
|
2020
Q4 | $5.25M | Buy |
23,449
+8,513
| +57% | +$1.9M | 1.1% | 26 |
|
|
2020
Q3 | $3.05M | Sell |
14,936
-11,179
| -43% | -$2.28M | 0.49% | 65 |
|
|
2020
Q2 | $5.03M | Buy |
26,115
+12,965
| +99% | +$2.5M | 0.86% | 45 |
|
|
2020
Q1 | $2.18M | Buy |
+13,150
| New | +$2.18M | 0.47% | 77 |
|