TA
TruWealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Sell |
9,100
-385
| -4% | -$95.6K | 0.12% | 76 |
|
|
2025
Q1 | $2.51M | Sell |
9,485
-92
| -1% | -$24.4K | 0.15% | 66 |
|
|
2024
Q4 | $2.43M | Sell |
9,577
-169
| -2% | -$42.9K | 0.15% | 67 |
|
|
2024
Q3 | $2.75M | Hold |
9,746
| – | – | 0.17% | 62 |
|
|
2024
Q2 | $2.59M | Sell |
9,746
-266
| -3% | -$70.8K | 0.17% | 63 |
|
|
2024
Q1 | $2.71M | Buy |
10,012
+104
| +1% | +$28.1K | 0.19% | 63 |
|
|
2023
Q4 | $2.48M | Buy |
9,908
+179
| +2% | +$44.9K | 0.19% | 55 |
|
|
2023
Q3 | $2.29M | Sell |
9,729
-25,559
| -72% | -$6.01M | 0.2% | 59 |
|
|
2023
Q2 | $8.64M | Buy |
35,288
+5,539
| +19% | +$1.36M | 0.74% | 41 |
|
|
2023
Q1 | $7.09M | Buy |
29,749
+1,046
| +4% | +$249K | 0.65% | 45 |
|
|
2022
Q4 | $7.12M | Buy |
28,703
+784
| +3% | +$194K | 0.69% | 41 |
|
|
2022
Q3 | $6.25M | Buy |
27,919
+1,737
| +7% | +$389K | 0.66% | 38 |
|
|
2022
Q2 | $6.17M | Buy |
26,182
+1,173
| +5% | +$276K | 0.66% | 35 |
|
|
2022
Q1 | $6.36M | Sell |
25,009
-2,602
| -9% | -$662K | 0.66% | 35 |
|
|
2021
Q4 | $7.36M | Buy |
27,611
+158
| +0.6% | +$42.1K | 0.74% | 34 |
|
|
2021
Q3 | $6.79M | Sell |
27,453
-11,246
| -29% | -$2.78M | 0.76% | 36 |
|
|
2021
Q2 | $9.56M | Buy |
38,699
+3,577
| +10% | +$884K | 1.12% | 25 |
|
|
2021
Q1 | $8.03M | Buy |
35,122
+5,542
| +19% | +$1.27M | 1.09% | 27 |
|
|
2020
Q4 | $6.62M | Buy |
+29,580
| New | +$6.62M | 0.99% | 30 |
|