Aprio Wealth Management’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 | $1.67M | Sell |
6,740
-672
| -9% | -$167K | 0.19% | 76 |
|
|
2025
Q1 | $1.96M | Sell |
7,412
-106
| -1% | -$28.1K | 0.25% | 66 |
|
|
2024
Q4 | $1.91M | Sell |
7,518
-63,082
| -89% | -$16M | 0.28% | 60 |
|
|
2024
Q3 | $19.9M | Sell |
70,600
-10,009
| -12% | -$2.82M | 3.19% | 7 |
|
|
2024
Q2 | $21.4M | Sell |
80,609
-2,144
| -3% | -$570K | 3.91% | 4 |
|
|
2024
Q1 | $22.4M | Buy |
82,753
+18,908
| +30% | +$5.12M | 4.39% | 4 |
|
|
2023
Q4 | $16M | Buy |
63,845
+4,295
| +7% | +$1.08M | 3.57% | 7 |
|
|
2023
Q3 | $14M | Buy |
59,550
+2,910
| +5% | +$684K | 3.85% | 7 |
|
|
2023
Q2 | $13.9M | Sell |
56,640
-74
| -0.1% | -$18.1K | 3.8% | 8 |
|
|
2023
Q1 | $13.5M | Buy |
56,714
+9,374
| +20% | +$2.24M | 4.17% | 8 |
|
|
2022
Q4 | $11.7M | Sell |
47,340
-19,733
| -29% | -$4.89M | 4.13% | 7 |
|
|
2022
Q3 | $15M | Buy |
67,073
+3,815
| +6% | +$853K | 6.03% | 5 |
|
|
2022
Q2 | $14.9M | Sell |
63,258
-7,355
| -10% | -$1.73M | 5.93% | 6 |
|
|
2022
Q1 | $18M | Buy |
70,613
+4,530
| +7% | +$1.15M | 6.84% | 5 |
|
|
2021
Q4 | $17.6M | Buy |
66,083
+3,809
| +6% | +$1.01M | 7.36% | 4 |
|
|
2021
Q3 | $15.4M | Buy |
62,274
+7,476
| +14% | +$1.85M | 7.01% | 4 |
|
|
2021
Q2 | $13.5M | Buy |
+54,798
| New | +$13.5M | 6.4% | 4 |
|
|
2020
Q4 | $7.08M | Buy |
+31,661
| New | +$7.08M | 4.68% | 5 |
|