VCM
Virtue Capital Management’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-24,321
| Closed | -$1.43M | – | 407 |
|
|
2024
Q1 | $1.43M | Buy |
+24,321
| New | +$1.43M | 0.26% | 72 |
|
|
2023
Q4 | – | Sell |
-7,744
| Closed | -$2.15M | – | 402 |
|
|
2023
Q3 | $2.15M | Hold |
7,744
| – | – | 0.37% | 53 |
|
|
2023
Q2 | $2.15M | Buy |
+7,744
| New | +$2.15M | 0.37% | 53 |
|
|
2023
Q1 | – | Sell |
-13,288
| Closed | -$3.77M | – | 413 |
|
|
2022
Q4 | $3.77M | Buy |
+13,288
| New | +$3.77M | 0.58% | 25 |
|
|
2022
Q3 | – | Sell |
-11,719
| Closed | -$3.15M | – | 283 |
|
|
2022
Q2 | $3.15M | Buy |
+11,719
| New | +$3.15M | 0.5% | 19 |
|
|
2022
Q1 | – | Sell |
-5,306
| Closed | -$1.59M | – | 413 |
|
|
2021
Q4 | $1.59M | Buy |
+5,306
| New | +$1.59M | 0.24% | 106 |
|
|
2021
Q3 | – | Sell |
-5,884
| Closed | -$1.61M | – | 386 |
|
|
2021
Q2 | $1.61M | Buy |
5,884
+2,310
| +65% | +$630K | 0.32% | 75 |
|
|
2021
Q1 | $902K | Buy |
+3,574
| New | +$902K | 0.21% | 142 |
|