WWM
Wagner Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-600
| Closed | -$152K | – | 729 |
|
2022
Q1 | $152K | Buy |
600
+300
| +100% | +$76K | 0.11% | 130 |
|
2021
Q4 | $80K | Hold |
300
| – | – | 0.06% | 197 |
|
2021
Q3 | $78K | Hold |
300
| – | – | 0.06% | 192 |
|
2021
Q2 | $74K | Hold |
300
| – | – | 0.05% | 215 |
|
2021
Q1 | $69K | Hold |
300
| – | – | 0.05% | 203 |
|
2020
Q4 | $67K | Buy |
+300
| New | +$67K | 0.06% | 130 |
|
2018
Q3 | $279K | Buy |
1,548
+109
| +8% | +$19.6K | 0.19% | 101 |
|
2018
Q2 | $229K | Buy |
1,439
+300
| +26% | +$47.7K | 0.17% | 104 |
|
2018
Q1 | $175K | Sell |
1,139
-300
| -21% | -$46.1K | 0.13% | 115 |
|
2017
Q4 | $231K | Buy |
+1,439
| New | +$231K | 0.17% | 99 |
|