AFC
Adaptive Financial Consulting’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.93M | Buy |
39,977
+161
| +0.4% | +$40K | 4.15% | 10 |
|
|
2025
Q1 | $10.5M | Sell |
39,816
-988
| -2% | -$262K | 4.51% | 10 |
|
|
2024
Q4 | $10.4M | Sell |
40,804
-138
| -0.3% | -$35K | 4.29% | 10 |
|
|
2024
Q3 | $11.6M | Buy |
40,942
+95
| +0.2% | +$26.8K | 4.71% | 9 |
|
|
2024
Q2 | $10.9M | Buy |
40,847
+1,223
| +3% | +$325K | 4.71% | 9 |
|
|
2024
Q1 | $10.7M | Buy |
39,624
+325
| +0.8% | +$87.9K | 4.78% | 9 |
|
|
2023
Q4 | $9.85M | Sell |
39,299
-22
| -0.1% | -$5.52K | 5.24% | 10 |
|
|
2023
Q3 | $9.24M | Buy |
39,321
+853
| +2% | +$201K | 5.24% | 9 |
|
|
2023
Q2 | $9.42M | Sell |
38,468
-3,641
| -9% | -$891K | 5.29% | 9 |
|
|
2023
Q1 | $10M | Buy |
42,109
+789
| +2% | +$188K | 5.43% | 8 |
|
|
2022
Q4 | $10.2M | Buy |
41,320
+275
| +0.7% | +$68.2K | 5.87% | 6 |
|
|
2022
Q3 | $9.18M | Buy |
41,045
+669
| +2% | +$150K | 5.75% | 7 |
|
|
2022
Q2 | $9.51M | Buy |
40,376
+2,821
| +8% | +$664K | 5.89% | 8 |
|
|
2022
Q1 | $9.55M | Buy |
37,555
+835
| +2% | +$212K | 5.61% | 10 |
|
|
2021
Q4 | $9.78M | Buy |
36,720
+894
| +2% | +$238K | 5.59% | 10 |
|
|
2021
Q3 | $8.86M | Buy |
35,826
+325
| +0.9% | +$80.3K | 5.46% | 10 |
|
|
2021
Q2 | $8.77M | Buy |
35,501
+1,016
| +3% | +$251K | 5.48% | 10 |
|
|
2021
Q1 | $7.89M | Buy |
34,485
+4,318
| +14% | +$988K | 5.3% | 10 |
|
|
2020
Q4 | $6.75M | Sell |
30,167
-870
| -3% | -$195K | 5.12% | 10 |
|
|
2020
Q3 | $6.33M | Buy |
31,037
+1,575
| +5% | +$321K | 4.98% | 10 |
|
|
2020
Q2 | $5.68M | Buy |
29,462
+51
| +0.2% | +$9.83K | 4.99% | 10 |
|
|
2020
Q1 | $4.89M | Buy |
29,411
+1,391
| +5% | +$231K | 5.02% | 8 |
|
|
2019
Q4 | $5.37M | Buy |
+28,020
| New | +$5.37M | 5.15% | 9 |
|