APP
Avantax Planning Partners’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $601K | Sell |
2,421
-6,597
| -73% | -$1.64M | 0.02% | 242 |
|
|
2025
Q1 | $2.39M | Buy |
9,018
+2,294
| +34% | +$607K | 0.08% | 120 |
|
|
2024
Q4 | $1.71M | Buy |
6,724
+4,589
| +215% | +$1.16M | 0.06% | 135 |
|
|
2024
Q3 | $603K | Sell |
2,135
-4,723
| -69% | -$1.33M | 0.02% | 231 |
|
|
2024
Q2 | $1.82M | Buy |
6,858
+1,819
| +36% | +$484K | 0.06% | 147 |
|
|
2024
Q1 | $1.36M | Buy |
5,039
+179
| +4% | +$48.4K | 0.04% | 182 |
|
|
2023
Q4 | $1.22M | Buy |
4,860
+132
| +3% | +$33.1K | 0.05% | 157 |
|
|
2023
Q3 | $1.11M | Sell |
4,728
-2,061
| -30% | -$485K | 0.05% | 155 |
|
|
2023
Q2 | $1.66M | Sell |
6,789
-744
| -10% | -$182K | 0.07% | 117 |
|
|
2023
Q1 | $1.8M | Sell |
7,533
-376
| -5% | -$89.7K | 0.07% | 116 |
|
|
2022
Q4 | $1.96M | Buy |
7,909
+384
| +5% | +$95.3K | 0.08% | 107 |
|
|
2022
Q3 | $1.68M | Sell |
7,525
-2,031
| -21% | -$454K | 0.08% | 106 |
|
|
2022
Q2 | $2.25M | Sell |
9,556
-187
| -2% | -$44K | 0.1% | 93 |
|
|
2022
Q1 | $2.48M | Sell |
9,743
-1,600
| -14% | -$407K | 0.1% | 90 |
|
|
2021
Q4 | $3.02M | Buy |
11,343
+853
| +8% | +$227K | 0.12% | 73 |
|
|
2021
Q3 | $2.59M | Sell |
10,490
-186
| -2% | -$46K | 0.12% | 70 |
|
|
2021
Q2 | $2.64M | Sell |
10,676
-22
| -0.2% | -$5.44K | 0.12% | 71 |
|
|
2021
Q1 | $2.45M | Sell |
10,698
-1,024
| -9% | -$234K | 0.13% | 72 |
|
|
2020
Q4 | $2.62M | Sell |
11,722
-2,426
| -17% | -$543K | 0.14% | 62 |
|
|
2020
Q3 | $2.89M | Sell |
14,148
-1,577
| -10% | -$322K | 0.15% | 54 |
|
|
2020
Q2 | $3.03M | Buy |
15,725
+2,685
| +21% | +$517K | 0.17% | 52 |
|
|
2020
Q1 | $2.17M | Buy |
13,040
+616
| +5% | +$102K | 0.15% | 54 |
|
|
2019
Q4 | $2.38M | Buy |
12,424
+315
| +3% | +$60.4K | 0.14% | 61 |
|
|
2019
Q3 | $2.03M | Sell |
12,109
-52
| -0.4% | -$8.72K | 0.12% | 68 |
|
|
2019
Q2 | $2.12M | Sell |
12,161
-200
| -2% | -$34.9K | 0.14% | 65 |
|
|
2019
Q1 | $2.13M | Buy |
12,361
+3,728
| +43% | +$643K | 0.15% | 60 |
|
|
2018
Q4 | $1.39M | Sell |
8,633
-3,348
| -28% | -$538K | 0.1% | 79 |
|
|
2018
Q3 | $2.16M | Buy |
11,981
+933
| +8% | +$168K | 0.17% | 47 |
|
|
2018
Q2 | $1.76M | Sell |
11,048
-1,095
| -9% | -$174K | 0.16% | 53 |
|
|
2018
Q1 | $1.86M | Buy |
12,143
+881
| +8% | +$135K | 0.16% | 55 |
|
|
2017
Q4 | $1.74M | Sell |
11,262
-2,938
| -21% | -$453K | 0.16% | 54 |
|
|
2017
Q3 | $2.16M | Buy |
14,200
+1,902
| +15% | +$290K | 0.17% | 61 |
|
|
2017
Q2 | $1.81M | Buy |
12,298
+5,660
| +85% | +$834K | 0.15% | 66 |
|
|
2017
Q1 | $915K | Buy |
6,638
+3,244
| +96% | +$447K | 0.08% | 115 |
|
|
2016
Q4 | $430K | Buy |
+3,394
| New | +$430K | 0.05% | 180 |
|