WMS
Wealth Management Solutions’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $11.1M | Sell |
47,169
-1,826
| -4% | -$429K | 7.6% | 4 |
|
|
2023
Q2 | $12M | Buy |
48,995
+994
| +2% | +$243K | 7.82% | 4 |
|
|
2023
Q1 | $11.4M | Buy |
48,001
+6,689
| +16% | +$1.6M | 6.59% | 5 |
|
|
2022
Q4 | $10.2M | Buy |
41,312
+5,641
| +16% | +$1.4M | 5.39% | 6 |
|
|
2022
Q3 | $7.98M | Buy |
35,671
+12,086
| +51% | +$2.7M | 4.65% | 8 |
|
|
2022
Q2 | $5.55M | Buy |
23,585
+6,870
| +41% | +$1.62M | 3.13% | 11 |
|
|
2022
Q1 | $4.25M | Buy |
+16,715
| New | +$4.25M | 2.21% | 15 |
|