WLIM
White Lighthouse Investment Management’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.91M | Sell |
27,826
-4
| -0% | -$993 | 1.12% | 18 |
|
|
2025
Q1 | $7.37M | Buy |
27,830
+150
| +0.5% | +$39.7K | 1.32% | 17 |
|
|
2024
Q4 | $7.02M | Sell |
27,680
-169
| -0.6% | -$42.9K | 1.23% | 19 |
|
|
2024
Q3 | $7.86M | Sell |
27,849
-175
| -0.6% | -$49.4K | 1.41% | 17 |
|
|
2024
Q2 | $7.45M | Buy |
28,024
+463
| +2% | +$123K | 1.44% | 17 |
|
|
2024
Q1 | $7.46M | Buy |
27,561
+157
| +0.6% | +$42.5K | 1.51% | 17 |
|
|
2023
Q4 | $6.87M | Sell |
27,404
-1,344
| -5% | -$337K | 1.5% | 17 |
|
|
2023
Q3 | $6.76M | Sell |
28,748
-576
| -2% | -$135K | 1.64% | 17 |
|
|
2023
Q2 | $7.18M | Buy |
29,324
+337
| +1% | +$82.5K | 1.71% | 17 |
|
|
2023
Q1 | $6.91M | Sell |
28,987
-81
| -0.3% | -$19.3K | 1.74% | 16 |
|
|
2022
Q4 | $7.21M | Buy |
29,068
+715
| +3% | +$177K | 1.96% | 14 |
|
|
2022
Q3 | $6.34M | Buy |
28,353
+1,299
| +5% | +$291K | 1.85% | 15 |
|
|
2022
Q2 | $6.37M | Buy |
27,054
+1,349
| +5% | +$318K | 1.82% | 15 |
|
|
2022
Q1 | $6.54M | Buy |
25,705
+2,223
| +9% | +$566K | 1.66% | 17 |
|
|
2021
Q4 | $6.26M | Buy |
23,482
+1,089
| +5% | +$290K | 1.56% | 16 |
|
|
2021
Q3 | $5.54M | Buy |
22,393
+1,018
| +5% | +$252K | 1.49% | 16 |
|
|
2021
Q2 | $5.28M | Buy |
21,375
+1,278
| +6% | +$316K | 1.45% | 17 |
|
|
2021
Q1 | $4.6M | Buy |
20,097
+1,211
| +6% | +$277K | 1.41% | 18 |
|
|
2020
Q4 | $4.23M | Buy |
18,886
+1,046
| +6% | +$234K | 1.35% | 20 |
|
|
2020
Q3 | $3.64M | Buy |
17,840
+1,266
| +8% | +$258K | 1.26% | 21 |
|
|
2020
Q2 | $3.19M | Buy |
16,574
+1,020
| +7% | +$197K | 1.17% | 24 |
|
|
2020
Q1 | $2.58M | Buy |
15,554
+212
| +1% | +$35.2K | 1.08% | 26 |
|
|
2019
Q4 | $2.94M | Buy |
15,342
+2,518
| +20% | +$483K | 1.08% | 25 |
|
|
2019
Q3 | $2.15M | Buy |
12,824
+493
| +4% | +$82.7K | 0.87% | 33 |
|
|
2019
Q2 | $2.15M | Buy |
12,331
+1,680
| +16% | +$292K | 0.9% | 31 |
|
|
2019
Q1 | $1.84M | Buy |
10,651
+1,450
| +16% | +$250K | 0.84% | 32 |
|
|
2018
Q4 | $1.48M | Buy |
9,201
+890
| +11% | +$143K | 0.81% | 32 |
|
|
2018
Q3 | $1.5M | Buy |
8,311
+415
| +5% | +$74.9K | 0.76% | 31 |
|
|
2018
Q2 | $1.26M | Sell |
7,896
-130
| -2% | -$20.7K | 0.69% | 36 |
|
|
2018
Q1 | $1.23M | Sell |
8,026
-30
| -0.4% | -$4.61K | 0.71% | 35 |
|
|
2017
Q4 | $1.24M | Buy |
+8,056
| New | +$1.24M | 0.71% | 34 |
|