Beta Wealth 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 | – | Sell |
-816
| Closed | -$216K | – | 114 |
|
|
2025
Q1 | $216K | Sell |
816
-18,664
| -96% | -$4.94M | 0.08% | 99 |
|
|
2024
Q4 | $4.94M | Buy |
19,480
+386
| +2% | +$97.9K | 2.19% | 13 |
|
|
2024
Q3 | $5.39M | Sell |
19,094
-4,759
| -20% | -$1.34M | 2.43% | 12 |
|
|
2024
Q2 | $6.34M | Buy |
23,853
+132
| +0.6% | +$35.1K | 3.01% | 9 |
|
|
2024
Q1 | $6.42M | Buy |
23,721
+14,604
| +160% | +$3.95M | 3.12% | 10 |
|
|
2023
Q4 | $2.29M | Sell |
9,117
-1,197
| -12% | -$300K | 1.2% | 28 |
|
|
2023
Q3 | $2.42M | Sell |
10,314
-359
| -3% | -$84.4K | 1.43% | 25 |
|
|
2023
Q2 | $2.61M | Sell |
10,673
-489
| -4% | -$120K | 1.51% | 22 |
|
|
2023
Q1 | $2.66M | Sell |
11,162
-9,140
| -45% | -$2.18M | 1.52% | 22 |
|
|
2022
Q4 | $5.04M | Sell |
20,302
-477
| -2% | -$118K | 3.38% | 8 |
|
|
2022
Q3 | $4.65M | Buy |
20,779
+1,641
| +9% | +$367K | 3.35% | 8 |
|
|
2022
Q2 | $4.51M | Buy |
+19,138
| New | +$4.51M | 3.02% | 11 |
|