AdvicePeriod’s Vanguard Health Care ETF VHT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $664K | Sell |
2,685
-53
| -2% | -$13.1K | 0.04% | 73 |
|
|
2021
Q1 | $626K | Sell |
2,738
-50
| -2% | -$11.4K | 0.04% | 69 |
|
|
2020
Q4 | $624K | Sell |
2,788
-1,673
| -38% | -$374K | 0.05% | 66 |
|
|
2020
Q3 | $910K | Buy |
4,461
+170
| +4% | +$34.7K | 0.08% | 63 |
|
|
2020
Q2 | $827K | Sell |
4,291
-125
| -3% | -$24.1K | 0.09% | 59 |
|
|
2020
Q1 | $733K | Sell |
4,416
-1,178
| -21% | -$196K | 0.08% | 71 |
|
|
2019
Q4 | $1.07M | Sell |
5,594
-186
| -3% | -$35.7K | 0.09% | 65 |
|
|
2019
Q3 | $969K | Sell |
5,780
-1,278
| -18% | -$214K | 0.09% | 63 |
|
|
2019
Q2 | $1.23M | Sell |
7,058
-1,932
| -21% | -$336K | 0.11% | 61 |
|
|
2019
Q1 | $1.55M | Buy |
8,990
+3,232
| +56% | +$558K | 0.15% | 58 |
|
|
2018
Q4 | $925K | Buy |
5,758
+1,422
| +33% | +$228K | 0.1% | 62 |
|
|
2018
Q3 | $782K | Buy |
+4,336
| New | +$782K | 0.09% | 65 |
|
|
2018
Q2 | – | Sell |
-4,410
| Closed | -$677K | – | 73 |
|
|
2018
Q1 | $677K | Sell |
4,410
-775
| -15% | -$119K | 0.12% | 53 |
|
|
2017
Q4 | $799K | Buy |
+5,185
| New | +$799K | 0.15% | 45 |
|