WMA
Wealth Management Associates’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $549K | Sell |
2,211
-44
| -2% | -$10.9K | 0.21% | 89 |
|
|
2025
Q1 | $597K | Buy |
2,255
+113
| +5% | +$29.9K | 0.26% | 77 |
|
|
2024
Q4 | $543K | Sell |
2,142
-5
| -0.2% | -$1.27K | 0.23% | 81 |
|
|
2024
Q3 | $606K | Hold |
2,147
| – | – | 0.27% | 78 |
|
|
2024
Q2 | $571K | Hold |
2,147
| – | – | 0.27% | 75 |
|
|
2024
Q1 | $571K | Sell |
2,147
-52
| -2% | -$13.8K | 0.27% | 75 |
|
|
2023
Q4 | $551K | Sell |
2,199
-643
| -23% | -$161K | 0.29% | 74 |
|
|
2023
Q3 | $668K | Sell |
2,842
-15
| -0.5% | -$3.53K | 0.39% | 63 |
|
|
2023
Q2 | $699K | Sell |
2,857
-127
| -4% | -$31.1K | 0.4% | 59 |
|
|
2023
Q1 | $712K | Sell |
2,984
-5
| -0.2% | -$1.19K | 0.44% | 57 |
|
|
2022
Q4 | $741K | Buy |
2,989
+21
| +0.7% | +$5.21K | 0.49% | 50 |
|
|
2022
Q3 | $664K | Buy |
2,968
+20
| +0.7% | +$4.47K | 0.47% | 52 |
|
|
2022
Q2 | $694K | Buy |
2,948
+66
| +2% | +$15.5K | 0.47% | 46 |
|
|
2022
Q1 | $733K | Buy |
2,882
+10
| +0.3% | +$2.54K | 0.42% | 62 |
|
|
2021
Q4 | $765K | Sell |
2,872
-31
| -1% | -$8.26K | 0.41% | 61 |
|
|
2021
Q3 | $717K | Sell |
2,903
-10
| -0.3% | -$2.47K | 0.42% | 60 |
|
|
2021
Q2 | $720K | Buy |
2,913
+8
| +0.3% | +$1.98K | 0.41% | 60 |
|
|
2021
Q1 | $664K | Buy |
2,905
+16
| +0.6% | +$3.66K | 0.42% | 57 |
|
|
2020
Q4 | $646K | Buy |
2,889
+25
| +0.9% | +$5.59K | 0.42% | 54 |
|
|
2020
Q3 | $584K | Buy |
2,864
+1
| +0% | +$204 | 0.45% | 53 |
|
|
2020
Q2 | $552K | Hold |
2,863
| – | – | 0.47% | 54 |
|
|
2020
Q1 | $475K | Sell |
2,863
-138
| -5% | -$22.9K | 0.48% | 53 |
|
|
2019
Q4 | $575K | Buy |
3,001
+1
| +0% | +$192 | 0.41% | 58 |
|
|
2019
Q3 | $503K | Buy |
3,000
+315
| +12% | +$52.8K | 0.4% | 61 |
|
|
2019
Q2 | $467K | Buy |
2,685
+111
| +4% | +$19.3K | 0.47% | 51 |
|
|
2019
Q1 | $444K | Buy |
2,574
+63
| +3% | +$10.9K | 0.48% | 53 |
|
|
2018
Q4 | $403K | Buy |
+2,511
| New | +$403K | 0.54% | 44 |
|