Allied Investment Advisors’s Vanguard Health Care ETF VHT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $46.8M | Buy |
171,706
+4,426
| +3% | +$1.27M | 6.7% | 2 |
|
|
2025
Q4 | $48.2M | Buy |
167,280
+3,755
| +2% | +$1.05M | 7.44% | 2 |
|
|
2025
Q3 | $42.5M | Buy |
163,525
+8,610
| +6% | +$2.16M | 6.76% | 2 |
|
|
2025
Q2 | $38.5M | Buy |
154,915
+8,386
| +6% | +$2.07M | 6.73% | 2 |
|
|
2025
Q1 | $38.8M | Buy |
146,529
+9,422
| +7% | +$2.51M | 7.35% | 2 |
|
|
2024
Q4 | $34.8M | Buy |
137,107
+2,357
| +2% | +$635K | 7.01% | 2 |
|
|
2024
Q3 | $38M | Buy |
134,750
+1,406
| +1% | +$391K | 7.53% | 2 |
|
|
2024
Q2 | $35.5M | Buy |
133,344
+2,077
| +2% | +$545K | 8.32% | 1 |
|
|
2024
Q1 | $35.5M | Buy |
131,267
+4,009
| +3% | +$1.05M | 8.57% | 1 |
|
|
2023
Q4 | $31.9M | Buy |
127,258
+2,662
| +2% | +$630K | 8.68% | 1 |
|
|
2023
Q3 | $29.3M | Buy |
124,596
+3,359
| +3% | +$819K | 8.77% | 1 |
|
|
2023
Q2 | $29.7M | Buy |
121,237
+3,351
| +3% | +$815K | 8.6% | 1 |
|
|
2023
Q1 | $28.1M | Buy |
117,886
+3,115
| +3% | +$750K | 8.71% | 1 |
|
|
2022
Q4 | $28.5M | Buy |
114,771
+2,698
| +2% | +$654K | 8.9% | 1 |
|
|
2022
Q3 | $25.1M | Buy |
112,073
+2,320
| +2% | +$554K | 9.35% | 1 |
|
|
2022
Q2 | $25.8M | Buy |
109,753
+2,326
| +2% | +$561K | 9.27% | 1 |
|
|
2022
Q1 | $27.3M | Buy |
107,427
+8,552
| +9% | +$2.11M | 8.9% | 1 |
|
|
2021
Q4 | $26.3M | Buy |
98,875
+1,016
| +1% | +$259K | 9.01% | 1 |
|
|
2021
Q3 | $24.2M | Sell |
97,859
-734
| -0.7% | -$188K | 9.15% | 1 |
|
|
2021
Q2 | $24.4M | Buy |
98,593
+3,182
| +3% | +$760K | 9.18% | 1 |
|
|
2021
Q1 | $21.8M | Buy |
95,411
+2,190
| +2% | +$502K | 9.35% | 1 |
|
|
2020
Q4 | $20.9M | Sell |
93,221
-1,325
| -1% | -$283K | 10.02% | 1 |
|
|
2020
Q3 | $19.3M | Sell |
94,546
-812
| -0.9% | -$164K | 10.37% | 1 |
|
|
2020
Q2 | $18.4M | Buy |
95,358
+2,897
| +3% | +$544K | 10.58% | 1 |
|
|
2020
Q1 | $15.4M | Buy |
92,461
+13,877
| +18% | +$2.54M | 11.09% | 1 |
|
|
2019
Q4 | $15.1M | Buy |
78,584
+1,454
| +2% | +$261K | 8.9% | 1 |
|
|
2019
Q3 | $12.9M | Buy |
77,130
+2,123
| +3% | +$363K | 8.33% | 1 |
|
|
2019
Q2 | $13M | Buy |
75,007
+1,505
| +2% | +$254K | 8.75% | 1 |
|
|
2019
Q1 | $12.7M | Buy |
73,502
+1,157
| +2% | +$196K | 8.79% | 1 |
|
|
2018
Q4 | $11.6M | Buy |
72,345
+4,495
| +7% | +$762K | 9.6% | 1 |
|
|
2018
Q3 | $12.2M | Buy |
67,850
+3,153
| +5% | +$542K | 9.09% | 1 |
|
|
2018
Q2 | $10.3M | Buy |
64,697
+747
| +1% | +$118K | 8.39% | 1 |
|
|
2018
Q1 | $9.82M | Buy |
63,950
+5,076
| +9% | +$810K | 8.09% | 1 |
|
|
2017
Q4 | $9.07M | Buy |
+58,874
| New | +$9.03M | 7.65% | 1 |
|
Other funds holding VHT
PCH
CI
EHC
