Berger 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 | $287K | Sell |
1,155
-26
| -2% | -$6.46K | 0.02% | 343 |
|
|
2025
Q1 | $313K | Buy |
1,181
+5
| +0.4% | +$1.32K | 0.02% | 327 |
|
|
2024
Q4 | $298K | Buy |
1,176
+72
| +7% | +$18.3K | 0.02% | 319 |
|
|
2024
Q3 | $312K | Sell |
1,104
-230
| -17% | -$64.9K | 0.02% | 299 |
|
|
2024
Q2 | $355K | Sell |
1,334
-1
| -0.1% | -$266 | 0.03% | 254 |
|
|
2024
Q1 | $361K | Buy |
1,335
+22
| +2% | +$5.95K | 0.03% | 252 |
|
|
2023
Q4 | $329K | Sell |
1,313
-81
| -6% | -$20.3K | 0.03% | 215 |
|
|
2023
Q3 | $328K | Sell |
1,394
-95
| -6% | -$22.3K | 0.04% | 198 |
|
|
2023
Q2 | $365K | Sell |
1,489
-122
| -8% | -$29.9K | 0.04% | 194 |
|
|
2023
Q1 | $384K | Buy |
1,611
+55
| +4% | +$13.1K | 0.05% | 179 |
|
|
2022
Q4 | $386K | Buy |
+1,556
| New | +$386K | 0.05% | 179 |
|
|
2022
Q3 | – | Sell |
-1,236
| Closed | -$291K | – | 262 |
|
|
2022
Q2 | $291K | Buy |
1,236
+153
| +14% | +$36K | 0.04% | 188 |
|
|
2022
Q1 | $275K | Sell |
1,083
-22
| -2% | -$5.59K | 0.03% | 220 |
|
|
2021
Q4 | $294K | Buy |
1,105
+161
| +17% | +$42.8K | 0.04% | 212 |
|
|
2021
Q3 | $233K | Hold |
944
| – | – | 0.04% | 188 |
|
|
2021
Q2 | $233K | Sell |
944
-6
| -0.6% | -$1.48K | 0.04% | 188 |
|
|
2021
Q1 | $217K | Buy |
+950
| New | +$217K | 0.05% | 183 |
|