Baldwin Wealth Partners’s Vanguard Health Care ETF VHT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-59
| Closed | -$16.6K | – | 993 |
|
|
2024
Q3 | $16.6K | Hold |
59
| – | – | ﹤0.01% | 724 |
|
|
2024
Q2 | $15.7K | Sell |
59
-19
| -24% | -$4.98K | ﹤0.01% | 495 |
|
|
2024
Q1 | $21.1K | Sell |
78
-37
| -32% | -$9.72K | ﹤0.01% | 480 |
|
|
2023
Q4 | $28.8K | Sell |
115
-64
| -36% | -$15.2K | ﹤0.01% | 453 |
|
|
2023
Q3 | $42.1K | Hold |
179
| – | – | ﹤0.01% | 421 |
|
|
2023
Q2 | $43.8K | Sell |
179
-55
| -24% | -$13.4K | ﹤0.01% | 428 |
|
|
2023
Q1 | $55.8K | Hold |
234
| – | – | ﹤0.01% | 416 |
|
|
2022
Q4 | $58K | Hold |
234
| – | – | 0.01% | 395 |
|
|
2022
Q3 | $52K | Hold |
234
| – | – | 0.01% | 328 |
|
|
2022
Q2 | $55K | Sell |
234
-20
| -8% | -$4.82K | 0.01% | 344 |
|
|
2022
Q1 | $65K | Buy |
254
+55
| +28% | +$13.6K | 0.01% | 336 |
|
|
2021
Q4 | $53K | Hold |
199
| – | – | 0.01% | 339 |
|
|
2021
Q3 | $49K | Buy |
199
+7
| +4% | +$1.8K | 0.01% | 352 |
|
|
2021
Q2 | $47K | Hold |
192
| – | – | 0.01% | 366 |
|
|
2021
Q1 | $44K | Hold |
192
| – | – | 0.01% | 356 |
|
|
2020
Q4 | $43K | Hold |
192
| – | – | 0.01% | 337 |
|
|
2020
Q3 | $39K | Hold |
192
| – | – | 0.01% | 324 |
|
|
2020
Q2 | $37K | Hold |
192
| – | – | 0.01% | 328 |
|
|
2020
Q1 | $32K | Hold |
192
| – | – | 0.01% | 331 |
|
|
2019
Q4 | $37K | Hold |
192
| – | – | 0.01% | 357 |
|
|
2019
Q3 | $32K | Hold |
192
| – | – | ﹤0.01% | 361 |
|
|
2019
Q2 | $33K | Sell |
192
-10
| -5% | -$1.69K | ﹤0.01% | 351 |
|
|
2019
Q1 | $35K | Hold |
202
| – | – | 0.01% | 341 |
|
|
2018
Q4 | $32K | Hold |
202
| – | – | 0.01% | 332 |
|
|
2018
Q3 | $36K | Hold |
202
| – | – | 0.01% | 348 |
|
|
2018
Q2 | $32K | Hold |
202
| – | – | 0.01% | 354 |
|
|
2018
Q1 | $31K | Sell |
202
-50
| -20% | -$7.98K | 0.01% | 346 |
|
|
2017
Q4 | $39K | Hold |
252
| – | – | 0.01% | 325 |
|
|
2017
Q3 | $38K | Hold |
252
| – | – | 0.01% | 310 |
|
|
2017
Q2 | $37K | Hold |
252
| – | – | 0.01% | 325 |
|
|
2017
Q1 | $35K | Hold |
252
| – | – | 0.01% | 326 |
|
|
2016
Q4 | $32K | Hold |
252
| – | – | 0.01% | 331 |
|
|
2016
Q3 | $33K | Hold |
252
| – | – | 0.01% | 336 |
|
|
2016
Q2 | $33K | Hold |
252
| – | – | 0.01% | 295 |
|
|
2016
Q1 | $31K | Buy |
+252
| New | +$30.6K | 0.01% | 330 |
|
Other funds holding VHT
PCH
HIIFS
EHC
Baldwin Wealth Partners's VHT Position: Q4 2024 in Review
Baldwin Wealth Partners sold out of Vanguard Health Care ETF (VHT) in Q4 2024, closing a stake of 59 shares — an estimated $16.6K sold.
Baldwin Wealth Partners first reported a position in VHT in Q1 2016 and held it in 35 quarters. The position peaked at $65K in Q1 2022. 1,058 funds tracked by Wall St. Rank hold VHT as of Q4 2024.
- Baldwin Wealth Partners reported no remaining Vanguard Health Care ETF position as of Q4 2024 after selling out during the quarter.
- Baldwin Wealth Partners sold 59 Vanguard Health Care ETF shares in Q4 2024, an estimated $16.6K.
- Baldwin Wealth Partners first reported a position in Vanguard Health Care ETF in Q1 2016 and held it in 35 quarters.
- Baldwin Wealth Partners's Vanguard Health Care ETF position peaked at $65K in Q1 2022.
- 1,058 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2024.
Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.