Baron Financial Group’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 | $3.74M | Sell |
15,064
-100
| -0.7% | -$24.8K | 2.2% | 17 |
|
|
2025
Q1 | $4.01M | Buy |
15,164
+2
| +0% | +$529 | 2.53% | 16 |
|
|
2024
Q4 | $3.85M | Sell |
15,162
-245
| -2% | -$62.2K | 2.39% | 17 |
|
|
2024
Q3 | $4.35M | Sell |
15,407
-385
| -2% | -$109K | 2.66% | 12 |
|
|
2024
Q2 | $4.2M | Sell |
15,792
-190
| -1% | -$50.5K | 2.67% | 13 |
|
|
2024
Q1 | $4.32M | Sell |
15,982
-169
| -1% | -$45.7K | 2.67% | 13 |
|
|
2023
Q4 | $4.05M | Sell |
16,151
-325
| -2% | -$81.5K | 2.58% | 14 |
|
|
2023
Q3 | $3.87M | Sell |
16,476
-102
| -0.6% | -$24K | 2.52% | 15 |
|
|
2023
Q2 | $4.06M | Sell |
16,578
-56
| -0.3% | -$13.7K | 2.51% | 15 |
|
|
2023
Q1 | $3.97M | Buy |
16,634
+1,425
| +9% | +$340K | 2.51% | 14 |
|
|
2022
Q4 | $3.77M | Sell |
15,209
-90
| -0.6% | -$22.3K | 2.5% | 13 |
|
|
2022
Q3 | $3.42M | Sell |
15,299
-100
| -0.6% | -$22.4K | 2.31% | 14 |
|
|
2022
Q2 | $3.63M | Sell |
15,399
-345
| -2% | -$81.2K | 2.4% | 15 |
|
|
2022
Q1 | $4M | Sell |
15,744
-130
| -0.8% | -$33.1K | 2.32% | 16 |
|
|
2021
Q4 | $4.23M | Sell |
15,874
-485
| -3% | -$129K | 2.4% | 15 |
|
|
2021
Q3 | $4.04M | Sell |
16,359
-405
| -2% | -$100K | 2.45% | 14 |
|
|
2021
Q2 | $4.14M | Sell |
16,764
-1,493
| -8% | -$369K | 2.58% | 14 |
|
|
2021
Q1 | $4.18M | Buy |
18,257
+1,120
| +7% | +$256K | 2.88% | 13 |
|
|
2020
Q4 | $3.83M | Buy |
17,137
+150
| +0.9% | +$33.6K | 3.06% | 12 |
|
|
2020
Q3 | $3.47M | Buy |
+16,987
| New | +$3.47M | 3.26% | 11 |
|