Bartlett & Co Wealth Management’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 | $1.33M | Hold |
5,375
| – | – | 0.02% | 231 |
|
2025
Q1 | $1.42M | Sell |
5,375
-30
| -0.6% | -$7.94K | 0.02% | 222 |
|
2024
Q4 | $1.37M | Hold |
5,405
| – | – | 0.02% | 227 |
|
2024
Q3 | $1.53M | Hold |
5,405
| – | – | 0.02% | 216 |
|
2024
Q2 | $1.44M | Hold |
5,405
| – | – | 0.02% | 221 |
|
2024
Q1 | $1.46M | Hold |
5,405
| – | – | 0.02% | 226 |
|
2023
Q4 | $1.36M | Hold |
5,405
| – | – | 0.02% | 246 |
|
2023
Q3 | $1.28M | Sell |
5,405
-9
| -0.2% | -$2.12K | 0.02% | 234 |
|
2023
Q2 | $1.33M | Buy |
5,414
+509
| +10% | +$125K | 0.02% | 240 |
|
2023
Q1 | $1.17M | Hold |
4,905
| – | – | 0.02% | 214 |
|
2022
Q4 | $1.22M | Hold |
4,905
| – | – | 0.02% | 217 |
|
2022
Q3 | $1.1M | Buy |
4,905
+4,600
| +1,508% | +$1.03M | 0.02% | 214 |
|
2022
Q2 | $71.8K | Buy |
305
+45
| +17% | +$10.6K | ﹤0.01% | 517 |
|
2022
Q1 | $66.1K | Buy |
+260
| New | +$66.1K | ﹤0.01% | 542 |
|
2021
Q4 | – | Sell |
-260
| Closed | -$64.5K | – | 868 |
|
2021
Q3 | $64.5K | Hold |
260
| – | – | ﹤0.01% | 471 |
|
2021
Q2 | $64.3K | Hold |
260
| – | – | ﹤0.01% | 466 |
|
2021
Q1 | $59.5K | Hold |
260
| – | – | ﹤0.01% | 506 |
|
2020
Q4 | $58.2K | Buy |
260
+10
| +4% | +$2.24K | ﹤0.01% | 506 |
|
2020
Q3 | $51K | Hold |
250
| – | – | ﹤0.01% | 492 |
|
2020
Q2 | $48.2K | Hold |
250
| – | – | ﹤0.01% | 508 |
|
2020
Q1 | $41.5K | Hold |
250
| – | – | ﹤0.01% | 494 |
|
2019
Q4 | $47.9K | Hold |
250
| – | – | ﹤0.01% | 540 |
|
2019
Q3 | $42.1K | Buy |
+250
| New | +$42.1K | ﹤0.01% | 559 |
|