WFWM
Wechter Feldman Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $26.8M | Buy |
108,364
+1,572
| +1% | +$388K | 18.74% | 2 |
|
|
2021
Q1 | $24.4M | Buy |
106,792
+2,252
| +2% | +$515K | 18.01% | 2 |
|
|
2020
Q4 | $23.4M | Sell |
104,540
-1,083
| -1% | -$242K | 17.3% | 2 |
|
|
2020
Q3 | $21.5M | Buy |
105,623
+1,342
| +1% | +$274K | 16.91% | 1 |
|
|
2020
Q2 | $20.1M | Buy |
104,281
+83,377
| +399% | +$16.1M | 18.21% | 1 |
|
|
2020
Q1 | $3.47M | Sell |
20,904
-1,657
| -7% | -$275K | 8.48% | 4 |
|
|
2019
Q4 | $4.33M | Sell |
22,561
-130
| -0.6% | -$24.9K | 2.88% | 10 |
|
|
2019
Q3 | $3.81M | Sell |
22,691
-58
| -0.3% | -$9.73K | 2.4% | 11 |
|
|
2019
Q2 | $3.96M | Sell |
22,749
-440
| -2% | -$76.5K | 2.62% | 11 |
|
|
2019
Q1 | $4M | Hold |
23,189
| – | – | 2.61% | 11 |
|
|
2018
Q4 | $3.72M | Sell |
23,189
-59
| -0.3% | -$9.48K | 3.58% | 9 |
|
|
2018
Q3 | $4.19M | Sell |
23,248
-121
| -0.5% | -$21.8K | 2.56% | 14 |
|
|
2018
Q2 | $3.72M | Sell |
23,369
-1,910
| -8% | -$304K | 2.56% | 12 |
|
|
2018
Q1 | $3.88M | Sell |
25,279
-238
| -0.9% | -$36.5K | 2.74% | 12 |
|
|
2017
Q4 | $3.93M | Sell |
25,517
-870
| -3% | -$134K | 2.75% | 12 |
|
|
2017
Q3 | $4.02M | Hold |
26,387
| – | – | 3.08% | 11 |
|
|
2017
Q2 | $3.89M | Hold |
26,387
| – | – | 3.12% | 10 |
|
|
2017
Q1 | $3.64M | Sell |
26,387
-2,658
| -9% | -$366K | 2.5% | 13 |
|
|
2016
Q4 | $3.68M | Buy |
+29,045
| New | +$3.68M | 2.41% | 15 |
|