UFA
US Financial Advisors’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 |
-1,312
| Closed | -$294K | – | 146 |
|
2020
Q4 | $294K | Buy |
+1,312
| New | +$294K | 0.09% | 98 |
|
2016
Q2 | $2.33M | Hold |
18,904
| – | – | 4.68% | 10 |
|
2016
Q1 | $2.33M | Buy |
18,904
+18,854
| +37,708% | +$2.32M | 4.05% | 10 |
|
2015
Q4 | $7K | Buy |
+50
| New | +$7K | 0.01% | 352 |
|