WAS
Winch Advisory Services’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Sell |
1,934
-17
| -0.9% | -$4.22K | 0.12% | 69 |
|
|
2025
Q1 | $516K | Buy |
1,951
+7
| +0.4% | +$1.85K | 0.14% | 67 |
|
|
2024
Q4 | $493K | Buy |
1,944
+15
| +0.8% | +$3.81K | 0.13% | 61 |
|
|
2024
Q3 | $544K | Buy |
1,929
+7
| +0.4% | +$1.98K | 0.15% | 60 |
|
|
2024
Q2 | $511K | Sell |
1,922
-59
| -3% | -$15.7K | 0.15% | 58 |
|
|
2024
Q1 | $536K | Sell |
1,981
-15
| -0.8% | -$4.06K | 0.16% | 55 |
|
|
2023
Q4 | $500K | Buy |
1,996
+8
| +0.4% | +$2.01K | 0.17% | 56 |
|
|
2023
Q3 | $467K | Sell |
1,988
-96
| -5% | -$22.6K | 0.17% | 55 |
|
|
2023
Q2 | $510K | Sell |
2,084
-65
| -3% | -$15.9K | 0.18% | 53 |
|
|
2023
Q1 | $512K | Buy |
2,149
+17
| +0.8% | +$4.05K | 0.2% | 53 |
|
|
2022
Q4 | $529K | Buy |
2,132
+298
| +16% | +$73.9K | 0.23% | 52 |
|
|
2022
Q3 | $410K | Hold |
1,834
| – | – | 0.18% | 52 |
|
|
2022
Q2 | $432K | Buy |
1,834
+26
| +1% | +$6.12K | 0.18% | 54 |
|
|
2022
Q1 | $460K | Sell |
1,808
-185
| -9% | -$47.1K | 0.16% | 53 |
|
|
2021
Q4 | $531K | Buy |
1,993
+29
| +1% | +$7.73K | 0.18% | 54 |
|
|
2021
Q3 | $485K | Buy |
1,964
+4
| +0.2% | +$988 | 0.17% | 52 |
|
|
2021
Q2 | $484K | Buy |
1,960
+909
| +86% | +$224K | 0.17% | 52 |
|
|
2021
Q1 | $240K | Buy |
1,051
+524
| +99% | +$120K | 0.1% | 60 |
|
|
2020
Q4 | $118K | Buy |
527
+1
| +0.2% | +$224 | 0.05% | 68 |
|
|
2020
Q3 | $107K | Sell |
526
-9
| -2% | -$1.83K | 0.05% | 64 |
|
|
2020
Q2 | $103K | Hold |
535
| – | – | 0.05% | 64 |
|
|
2020
Q1 | $89K | Hold |
535
| – | – | 0.04% | 60 |
|
|
2019
Q4 | $103K | Sell |
535
-48
| -8% | -$9.24K | 0.05% | 79 |
|
|
2019
Q3 | $98K | Sell |
583
-26
| -4% | -$4.37K | 0.05% | 77 |
|
|
2019
Q2 | $106K | Hold |
609
| – | – | 0.06% | 75 |
|
|
2019
Q1 | $105K | Sell |
609
-7
| -1% | -$1.21K | 0.06% | 83 |
|
|
2018
Q4 | $99K | Sell |
616
-13
| -2% | -$2.09K | 0.06% | 78 |
|
|
2018
Q3 | $113K | Hold |
629
| – | – | 0.06% | 81 |
|
|
2018
Q2 | $100K | Sell |
629
-44
| -7% | -$7K | 0.05% | 87 |
|
|
2018
Q1 | $103K | Sell |
673
-31,216
| -98% | -$4.78M | 0.06% | 88 |
|
|
2017
Q4 | $4.92M | Buy |
31,889
+1,104
| +4% | +$170K | 2.96% | 11 |
|
|
2017
Q3 | $4.69M | Sell |
30,785
-1,126
| -4% | -$171K | 3.05% | 12 |
|
|
2017
Q2 | $4.7M | Sell |
31,911
-830
| -3% | -$122K | 2.96% | 9 |
|
|
2017
Q1 | $4.51M | Buy |
32,741
+2,471
| +8% | +$341K | 2.86% | 9 |
|
|
2016
Q4 | $3.84M | Buy |
30,270
+29,680
| +5,031% | +$3.76M | 2.64% | 11 |
|
|
2016
Q3 | $78K | Sell |
590
-2,502
| -81% | -$331K | 0.06% | 81 |
|
|
2016
Q2 | $404K | Buy |
3,092
+2,929
| +1,797% | +$383K | 0.49% | 28 |
|
|
2016
Q1 | $20K | Hold |
163
| – | – | 0.03% | 76 |
|
|
2015
Q4 | $22K | Sell |
163
-4,089
| -96% | -$552K | 0.02% | 81 |
|
|
2015
Q3 | $521K | Sell |
4,252
-51,906
| -92% | -$6.36M | 0.76% | 25 |
|
|
2015
Q2 | $7.86M | Sell |
56,158
-31,392
| -36% | -$4.39M | 4.3% | 3 |
|
|
2015
Q1 | $11.9M | Buy |
87,550
+22,272
| +34% | +$3.02M | 6.91% | 3 |
|
|
2014
Q4 | $8.2M | Buy |
65,278
+14,571
| +29% | +$1.83M | 4.46% | 6 |
|
|
2014
Q3 | $5.93M | Buy |
50,707
+12,797
| +34% | +$1.5M | 3.8% | 7 |
|
|
2014
Q2 | $4.23M | Sell |
37,910
-20,303
| -35% | -$2.27M | 2.48% | 12 |
|
|
2014
Q1 | $6.22M | Buy |
+58,213
| New | +$6.22M | 3.94% | 6 |
|