VWA
V Wealth Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,371
| Closed | -$246K | – | 223 |
|
|
2023
Q2 | $246K | Sell |
1,371
-4
| -0.3% | -$717 | 0.04% | 321 |
|
|
2023
Q1 | $241K | Buy |
1,375
+1
| +0.1% | +$175 | 0.05% | 329 |
|
|
2022
Q4 | $256K | Buy |
1,374
+1
| +0.1% | +$186 | 0.05% | 300 |
|
|
2022
Q3 | $232K | Buy |
1,373
+1
| +0.1% | +$169 | 0.05% | 331 |
|
|
2022
Q2 | $263K | Buy |
1,372
+1
| +0.1% | +$192 | 0.05% | 338 |
|
|
2022
Q1 | $266K | Buy |
1,371
+196
| +17% | +$38K | 0.04% | 368 |
|
|
2021
Q4 | $235K | Hold |
1,175
| – | – | 0.03% | 401 |
|
|
2021
Q3 | $215K | Sell |
1,175
-30
| -2% | -$5.49K | 0.03% | 426 |
|
|
2021
Q2 | $224K | Buy |
1,205
+30
| +3% | +$5.58K | 0.04% | 428 |
|
|
2021
Q1 | $209K | Hold |
1,175
| – | – | 0.04% | 399 |
|
|
2020
Q4 | $211K | Buy |
+1,175
| New | +$211K | 0.04% | 355 |
|