APC
Asset Planning Corporation’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-30,375
| Closed | -$8.04M | – | 46 |
|
|
2025
Q1 | $8.04M | Sell |
30,375
-191
| -0.6% | -$50.6K | 4.74% | 6 |
|
|
2024
Q4 | $7.75M | Buy |
30,566
+1,243
| +4% | +$315K | 4.86% | 7 |
|
|
2024
Q3 | $8.27M | Buy |
29,323
+162
| +0.6% | +$45.7K | 5.4% | 7 |
|
|
2024
Q2 | $7.76M | Sell |
29,161
-610
| -2% | -$162K | 5.8% | 6 |
|
|
2024
Q1 | $8.05M | Sell |
29,771
-5,220
| -15% | -$1.41M | 5.88% | 7 |
|
|
2023
Q4 | $8.77M | Buy |
34,991
+1,121
| +3% | +$281K | 6.78% | 5 |
|
|
2023
Q3 | $7.96M | Buy |
33,870
+700
| +2% | +$165K | 6.13% | 6 |
|
|
2023
Q2 | $8.12M | Buy |
33,170
+2,124
| +7% | +$520K | 6.17% | 6 |
|
|
2023
Q1 | $7.4M | Buy |
31,046
+186
| +0.6% | +$44.4K | 5.95% | 7 |
|
|
2022
Q4 | $7.65M | Buy |
30,860
+117
| +0.4% | +$29K | 6.37% | 7 |
|
|
2022
Q3 | $6.88M | Sell |
30,743
-148
| -0.5% | -$33.1K | 6.44% | 7 |
|
|
2022
Q2 | $7.28M | Buy |
30,891
+718
| +2% | +$169K | 6.32% | 7 |
|
|
2022
Q1 | $7.68M | Buy |
30,173
+1,572
| +5% | +$400K | 6.7% | 6 |
|
|
2021
Q4 | $7.62M | Buy |
28,601
+1,623
| +6% | +$432K | 6.52% | 6 |
|
|
2021
Q3 | $6.67M | Buy |
26,978
+2,220
| +9% | +$549K | 6.17% | 6 |
|
|
2021
Q2 | $6.12M | Buy |
24,758
+1,168
| +5% | +$289K | 5.96% | 8 |
|
|
2021
Q1 | $5.4M | Buy |
+23,590
| New | +$5.4M | 5.61% | 8 |
|