VWA
V Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,754
| Closed | -$772K | – | 239 |
|
|
2023
Q2 | $772K | Hold |
2,754
| – | – | 0.13% | 153 |
|
|
2023
Q1 | $752K | Hold |
2,754
| – | – | 0.14% | 148 |
|
|
2022
Q4 | $781K | Sell |
2,754
-73
| -3% | -$20.7K | 0.16% | 140 |
|
|
2022
Q3 | $715K | Buy |
2,827
+300
| +12% | +$75.9K | 0.14% | 148 |
|
|
2022
Q2 | $680K | Hold |
2,527
| – | – | 0.13% | 178 |
|
|
2022
Q1 | $730K | Hold |
2,527
| – | – | 0.12% | 191 |
|
|
2021
Q4 | $759K | Hold |
2,527
| – | – | 0.11% | 183 |
|
|
2021
Q3 | $697K | Sell |
2,527
-1
| -0% | -$276 | 0.11% | 197 |
|
|
2021
Q2 | $687K | Sell |
2,528
-124
| -5% | -$33.7K | 0.11% | 210 |
|
|
2021
Q1 | $669K | Hold |
2,652
| – | – | 0.12% | 192 |
|
|
2020
Q4 | $652K | Buy |
+2,652
| New | +$652K | 0.13% | 176 |
|
|
2020
Q3 | – | Sell |
-2,630
| Closed | -$567K | – | 251 |
|
|
2020
Q2 | $567K | Sell |
2,630
-66
| -2% | -$14.2K | 0.15% | 171 |
|
|
2020
Q1 | $506K | Buy |
2,696
+58
| +2% | +$10.9K | 0.16% | 146 |
|
|
2019
Q4 | $499K | Hold |
2,638
| – | – | 0.18% | 133 |
|
|
2019
Q3 | $499K | Hold |
2,638
| – | – | 0.18% | 134 |
|
|
2019
Q2 | $515K | Buy |
2,638
+298
| +13% | +$58.2K | 0.2% | 126 |
|
|
2019
Q1 | $432K | Sell |
2,340
-140
| -6% | -$25.8K | 0.17% | 137 |
|
|
2018
Q4 | $455K | Buy |
2,480
+213
| +9% | +$39.1K | 0.23% | 109 |
|
|
2018
Q3 | $460K | Buy |
2,267
+43
| +2% | +$8.73K | 0.21% | 120 |
|
|
2018
Q2 | $415K | Buy |
2,224
+148
| +7% | +$27.6K | 0.23% | 112 |
|
|
2018
Q1 | $352K | Buy |
2,076
+93
| +5% | +$15.8K | 0.19% | 130 |
|
|
2017
Q4 | $364K | Buy |
1,983
+210
| +12% | +$38.5K | 0.18% | 131 |
|
|
2017
Q3 | $303K | Buy |
1,773
+348
| +24% | +$59.5K | 0.15% | 134 |
|
|
2017
Q2 | $238K | Buy |
1,425
+114
| +9% | +$19K | 0.11% | 160 |
|
|
2017
Q1 | $205K | Buy |
+1,311
| New | +$205K | 0.13% | 169 |
|