Belpointe Asset 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
$720K Buy
2,899
+109
+4% +$27.1K 0.03% 457
2025
Q1
$739K Sell
2,790
-8
-0.3% -$2.12K 0.04% 424
2024
Q4
$806K Hold
2,798
0.05% 377
2024
Q3
$790K Sell
2,798
-12
-0.4% -$3.39K 0.05% 368
2024
Q2
$748K Sell
2,810
-1,081
-28% -$288K 0.05% 349
2024
Q1
$1.05M Buy
3,891
+245
+7% +$66.3K 0.08% 249
2023
Q4
$914K Buy
3,646
+111
+3% +$27.8K 0.08% 232
2023
Q3
$831K Buy
3,535
+2,021
+133% +$475K 0.09% 231
2023
Q2
$371K Sell
1,514
-8,238
-84% -$2.02M 0.04% 383
2023
Q1
$2.33M Buy
9,752
+112
+1% +$26.7K 0.13% 165
2022
Q4
$2.39M Buy
9,640
+636
+7% +$158K 0.14% 144
2022
Q3
$2.01M Buy
9,004
+72
+0.8% +$16.1K 0.14% 156
2022
Q2
$2.1M Sell
8,932
-1,148
-11% -$270K 0.14% 154
2022
Q1
$2.57M Sell
10,080
-74
-0.7% -$18.8K 0.16% 136
2021
Q4
$2.71M Buy
10,154
+115
+1% +$30.6K 0.17% 122
2021
Q3
$2.48M Buy
10,039
+1,001
+11% +$247K 0.17% 126
2021
Q2
$2.23M Sell
9,038
-410
-4% -$101K 0.16% 135
2021
Q1
$2.16M Buy
9,448
+752
+9% +$172K 0.19% 117
2020
Q4
$1.95M Buy
8,696
+400
+5% +$89.5K 0.17% 125
2020
Q3
$1.69M Buy
8,296
+132
+2% +$26.9K 0.19% 115
2020
Q2
$1.57M Sell
8,164
-328
-4% -$63.2K 0.2% 106
2020
Q1
$1.41M Buy
8,492
+5,339
+169% +$886K 0.25% 94
2019
Q4
$605K Buy
3,153
+215
+7% +$41.3K 0.08% 281
2019
Q3
$493K Buy
2,938
+5
+0.2% +$839 0.08% 281
2019
Q2
$510K Sell
2,933
-8,933
-75% -$1.55M 0.1% 225
2019
Q1
$1.55M Buy
11,866
+8,662
+270% +$1.13M 0.3% 54
2018
Q4
$515K Sell
3,204
-245
-7% -$39.4K 0.13% 172
2018
Q3
$622K Buy
3,449
+791
+30% +$143K 0.1% 203
2018
Q2
$423K Hold
2,658
0.12% 200
2018
Q1
$408K Sell
2,658
-205
-7% -$31.5K 0.12% 198
2017
Q4
$441K Buy
2,863
+155
+6% +$23.9K 0.1% 257
2017
Q3
$412K Buy
+2,708
New +$412K 0.1% 243