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 |
|