VCI Wealth Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
7,676
+803
| +12% | +$108K | 0.36% | 75 |
|
|
2025
Q1 | $1M | Buy |
6,873
+516
| +8% | +$75.3K | 0.42% | 66 |
|
|
2024
Q4 | $875K | Buy |
6,357
+448
| +8% | +$61.6K | 0.37% | 69 |
|
|
2024
Q3 | $910K | Sell |
5,909
-7,345
| -55% | -$1.13M | 0.41% | 70 |
|
|
2024
Q2 | $1.93M | Buy |
13,254
+7,531
| +132% | +$1.1M | 0.96% | 30 |
|
|
2024
Q1 | $845K | Sell |
5,723
-1,086
| -16% | -$160K | 0.57% | 47 |
|
|
2023
Q4 | $929K | Buy |
+6,809
| New | +$929K | 0.57% | 52 |
|