Allen Mooney & Barnes Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Hold |
910
| – | – | 0.04% | 144 |
|
|
2025
Q1 | $241K | Hold |
910
| – | – | 0.04% | 141 |
|
|
2024
Q4 | $231K | Hold |
910
| – | – | 0.04% | 143 |
|
|
2024
Q3 | $257K | Sell |
910
-16
| -2% | -$4.52K | 0.04% | 138 |
|
|
2024
Q2 | $246K | Sell |
926
-80
| -8% | -$21.3K | 0.04% | 140 |
|
|
2024
Q1 | $260K | Sell |
1,006
-2
| -0.2% | -$517 | 0.05% | 142 |
|
|
2023
Q4 | $253K | Hold |
1,008
| – | – | 0.05% | 141 |
|
|
2023
Q3 | $237K | Hold |
1,008
| – | – | 0.05% | 137 |
|
|
2023
Q2 | $247K | Buy |
1,008
+98
| +11% | +$24K | 0.05% | 129 |
|
|
2023
Q1 | $217K | Hold |
910
| – | – | 0.05% | 125 |
|
|
2022
Q4 | $226K | Hold |
910
| – | – | 0.05% | 123 |
|
|
2022
Q3 | $204K | Hold |
910
| – | – | 0.05% | 126 |
|
|
2022
Q2 | $214K | Hold |
910
| – | – | 0.05% | 128 |
|
|
2022
Q1 | $231K | Buy |
+910
| New | +$231K | 0.05% | 139 |
|