ZAM
Zevin Asset Management’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-963
| Closed | -$244K | – | 89 |
|
|
2024
Q4 | $244K | Sell |
963
-86
| -8% | -$21.8K | 0.04% | 76 |
|
|
2024
Q3 | $296K | Hold |
1,049
| – | – | 0.05% | 64 |
|
|
2024
Q2 | $279K | Hold |
1,049
| – | – | 0.05% | 62 |
|
|
2024
Q1 | $284K | Sell |
1,049
-120
| -10% | -$32.5K | 0.05% | 67 |
|
|
2023
Q4 | $293K | Sell |
1,169
-26
| -2% | -$6.52K | 0.05% | 73 |
|
|
2023
Q3 | $281K | Buy |
+1,195
| New | +$281K | 0.06% | 70 |
|