WMR
Wealth Management Resources’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $766K | Sell |
3,085
-1,185
| -28% | -$294K | 0.26% | 26 |
|
|
2025
Q1 | $1.13M | Sell |
4,270
-162
| -4% | -$42.9K | 0.41% | 25 |
|
|
2024
Q4 | $1.12M | Sell |
4,432
-18,923
| -81% | -$4.8M | 0.42% | 25 |
|
|
2024
Q3 | $6.59M | Sell |
23,355
-217
| -0.9% | -$61.2K | 2.64% | 15 |
|
|
2024
Q2 | $6.27M | Sell |
23,572
-766
| -3% | -$204K | 2.69% | 15 |
|
|
2024
Q1 | $6.58M | Sell |
24,338
-171
| -0.7% | -$46.3K | 2.85% | 15 |
|
|
2023
Q4 | $6.14M | Buy |
+24,509
| New | +$6.14M | 2.89% | 15 |
|