Axiom Financial Strategies’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
$5.43M Sell
21,845
-332
-1% -$82.4K 3.03% 10
2025
Q1
$5.87M Sell
22,177
-232
-1% -$61.4K 3.48% 9
2024
Q4
$5.68M Sell
22,409
-1,677
-7% -$425K 3.17% 11
2024
Q3
$6.8M Sell
24,086
-2,194
-8% -$619K 3.59% 8
2024
Q2
$6.99M Buy
26,280
+111
+0.4% +$29.5K 4.54% 8
2024
Q1
$7.08M Sell
26,169
-1,261
-5% -$341K 4.51% 8
2023
Q4
$6.88M Buy
27,430
+20
+0.1% +$5.01K 4.46% 8
2023
Q3
$6.44M Sell
27,410
-4,686
-15% -$1.1M 4.32% 8
2023
Q2
$7.86M Sell
32,096
-1,500
-4% -$367K 4.51% 8
2023
Q1
$8.01M Buy
33,596
+685
+2% +$163K 4.45% 6
2022
Q4
$8.16M Sell
32,911
-75
-0.2% -$18.6K 5.13% 4
2022
Q3
$7.38M Buy
32,986
+6,036
+22% +$1.35M 3.92% 7
2022
Q2
$6.35M Buy
26,950
+1,919
+8% +$452K 3.34% 9
2022
Q1
$5.96M Sell
25,031
-585
-2% -$139K 3% 10
2021
Q4
$6.83M Buy
25,616
+2,501
+11% +$666K 3.1% 10
2021
Q3
$5.71M Buy
23,115
+2,351
+11% +$581K 2.69% 12
2021
Q2
$5.13M Sell
20,764
-3,648
-15% -$901K 2.37% 12
2021
Q1
$5.58M Sell
24,412
-771
-3% -$176K 2.74% 9
2020
Q4
$5.14M Hold
25,183
3.09% 12
2020
Q3
$5.14M Buy
25,183
+840
+3% +$171K 3.09% 12
2020
Q2
$4.69M Buy
24,343
+5,304
+28% +$1.02M 3.06% 9
2020
Q1
$3.16M Buy
+19,039
New +$3.16M 2.55% 12