AIA
Allied Investment Advisors’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.5M | Buy |
154,915
+8,386
| +6% | +$2.08M | 6.73% | 2 |
|
|
2025
Q1 | $38.8M | Buy |
146,529
+9,422
| +7% | +$2.49M | 7.35% | 2 |
|
|
2024
Q4 | $34.8M | Buy |
137,107
+2,357
| +2% | +$598K | 7.01% | 2 |
|
|
2024
Q3 | $38M | Buy |
134,750
+1,406
| +1% | +$397K | 7.53% | 2 |
|
|
2024
Q2 | $35.5M | Buy |
133,344
+2,077
| +2% | +$552K | 8.32% | 1 |
|
|
2024
Q1 | $35.5M | Buy |
131,267
+4,009
| +3% | +$1.08M | 8.57% | 1 |
|
|
2023
Q4 | $31.9M | Buy |
127,258
+2,662
| +2% | +$667K | 8.68% | 1 |
|
|
2023
Q3 | $29.3M | Buy |
124,596
+3,359
| +3% | +$790K | 8.77% | 1 |
|
|
2023
Q2 | $29.7M | Buy |
121,237
+3,351
| +3% | +$820K | 8.6% | 1 |
|
|
2023
Q1 | $28.1M | Buy |
117,886
+3,115
| +3% | +$743K | 8.71% | 1 |
|
|
2022
Q4 | $28.5M | Buy |
114,771
+2,698
| +2% | +$669K | 8.9% | 1 |
|
|
2022
Q3 | $25.1M | Buy |
112,073
+2,320
| +2% | +$519K | 9.35% | 1 |
|
|
2022
Q2 | $25.8M | Buy |
109,753
+2,326
| +2% | +$548K | 9.27% | 1 |
|
|
2022
Q1 | $27.3M | Buy |
107,427
+8,552
| +9% | +$2.18M | 8.9% | 1 |
|
|
2021
Q4 | $26.3M | Buy |
98,875
+1,016
| +1% | +$271K | 9.01% | 1 |
|
|
2021
Q3 | $24.2M | Sell |
97,859
-734
| -0.7% | -$181K | 9.15% | 1 |
|
|
2021
Q2 | $24.4M | Buy |
98,593
+3,182
| +3% | +$786K | 9.18% | 1 |
|
|
2021
Q1 | $21.8M | Buy |
95,411
+2,190
| +2% | +$501K | 9.35% | 1 |
|
|
2020
Q4 | $20.9M | Sell |
93,221
-1,325
| -1% | -$296K | 10.02% | 1 |
|
|
2020
Q3 | $19.3M | Sell |
94,546
-812
| -0.9% | -$166K | 10.37% | 1 |
|
|
2020
Q2 | $18.4M | Buy |
95,358
+2,897
| +3% | +$558K | 10.58% | 1 |
|
|
2020
Q1 | $15.4M | Buy |
92,461
+13,877
| +18% | +$2.3M | 11.09% | 1 |
|
|
2019
Q4 | $15.1M | Buy |
78,584
+1,454
| +2% | +$279K | 8.9% | 1 |
|
|
2019
Q3 | $12.9M | Buy |
77,130
+2,123
| +3% | +$356K | 8.33% | 1 |
|
|
2019
Q2 | $13M | Buy |
75,007
+1,505
| +2% | +$262K | 8.75% | 1 |
|
|
2019
Q1 | $12.7M | Buy |
73,502
+1,157
| +2% | +$200K | 8.79% | 1 |
|
|
2018
Q4 | $11.6M | Buy |
72,345
+4,495
| +7% | +$722K | 9.6% | 1 |
|
|
2018
Q3 | $12.2M | Buy |
67,850
+3,153
| +5% | +$569K | 9.09% | 1 |
|
|
2018
Q2 | $10.3M | Buy |
64,697
+747
| +1% | +$119K | 8.39% | 1 |
|
|
2018
Q1 | $9.82M | Buy |
63,950
+5,076
| +9% | +$779K | 8.09% | 1 |
|
|
2017
Q4 | $9.08M | Buy |
+58,874
| New | +$9.08M | 7.65% | 1 |
|