Beacon Financial Advisory’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 | $446K | Sell |
1,797
-89
| -5% | -$22.1K | 0.12% | 217 |
|
|
2025
Q1 | $499K | Sell |
1,886
-20
| -1% | -$5.29K | 0.15% | 166 |
|
|
2024
Q4 | $484K | Buy |
1,906
+6
| +0.3% | +$1.52K | 0.16% | 163 |
|
|
2024
Q3 | $536K | Buy |
1,900
+3
| +0.2% | +$846 | 0.18% | 152 |
|
|
2024
Q2 | $505K | Sell |
1,897
-35
| -2% | -$9.31K | 0.19% | 145 |
|
|
2024
Q1 | $523K | Buy |
1,932
+3
| +0.2% | +$811 | 0.25% | 117 |
|
|
2023
Q4 | $484K | Buy |
1,929
+11
| +0.6% | +$2.76K | 0.23% | 122 |
|
|
2023
Q3 | $451K | Buy |
1,918
+2
| +0.1% | +$470 | 0.25% | 123 |
|
|
2023
Q2 | $469K | Hold |
1,916
| – | – | 0.27% | 122 |
|
|
2023
Q1 | $457K | Buy |
1,916
+2
| +0.1% | +$477 | 0.29% | 117 |
|
|
2022
Q4 | $475K | Sell |
1,914
-21
| -1% | -$5.21K | 0.34% | 101 |
|
|
2022
Q3 | $433K | Hold |
1,935
| – | – | 0.31% | 106 |
|
|
2022
Q2 | $456K | Buy |
1,935
+1
| +0.1% | +$236 | 0.26% | 127 |
|
|
2022
Q1 | $492K | Buy |
1,934
+1
| +0.1% | +$254 | 0.24% | 130 |
|
|
2021
Q4 | $515K | Buy |
1,933
+79
| +4% | +$21K | 0.24% | 130 |
|
|
2021
Q3 | $458K | Sell |
1,854
-170
| -8% | -$42K | 0.24% | 132 |
|
|
2021
Q2 | $500K | Sell |
2,024
-103
| -5% | -$25.4K | 0.27% | 122 |
|
|
2021
Q1 | $487K | Buy |
2,127
+575
| +37% | +$132K | 0.28% | 117 |
|
|
2020
Q4 | $347K | Buy |
1,552
+194
| +14% | +$43.4K | 0.23% | 134 |
|
|
2020
Q3 | $276K | Buy |
+1,358
| New | +$276K | 0.24% | 131 |
|