BigSur Wealth 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 | $919K | Hold |
3,700
| – | – | 0.23% | 84 |
|
|
2025
Q1 | $980K | Hold |
3,700
| – | – | 0.27% | 88 |
|
|
2024
Q4 | $939K | Hold |
3,700
| – | – | 0.27% | 86 |
|
|
2024
Q3 | $1.05M | Hold |
3,700
| – | – | 0.29% | 83 |
|
|
2024
Q2 | $988K | Hold |
3,700
| – | – | 0.3% | 80 |
|
|
2024
Q1 | $1M | Hold |
3,700
| – | – | 0.31% | 83 |
|
|
2023
Q4 | $928K | Hold |
3,700
| – | – | 0.44% | 61 |
|
|
2023
Q3 | $873K | Hold |
3,700
| – | – | 0.44% | 61 |
|
|
2023
Q2 | $909K | Hold |
3,700
| – | – | 0.43% | 62 |
|
|
2023
Q1 | $882K | Hold |
3,700
| – | – | 0.41% | 63 |
|
|
2022
Q4 | $918K | Hold |
3,700
| – | – | 0.44% | 56 |
|
|
2022
Q3 | $831K | Sell |
3,700
-480
| -11% | -$108K | 0.42% | 59 |
|
|
2022
Q2 | $984K | Hold |
4,180
| – | – | 0.46% | 61 |
|
|
2022
Q1 | $1.06M | Hold |
4,180
| – | – | 0.41% | 65 |
|
|
2021
Q4 | $1.11M | Hold |
4,180
| – | – | 0.44% | 60 |
|
|
2021
Q3 | $1.04M | Hold |
4,180
| – | – | 0.47% | 55 |
|
|
2021
Q2 | $1.03M | Hold |
4,180
| – | – | 0.47% | 58 |
|
|
2021
Q1 | $956K | Hold |
4,180
| – | – | 0.49% | 54 |
|
|
2020
Q4 | $935K | Hold |
4,180
| – | – | 0.53% | 56 |
|
|
2020
Q3 | $853K | Sell |
4,180
-230
| -5% | -$46.9K | 0.54% | 52 |
|
|
2020
Q2 | $850K | Hold |
4,410
| – | – | 0.61% | 44 |
|
|
2020
Q1 | $732K | Buy |
4,410
+2,410
| +121% | +$400K | 0.55% | 47 |
|
|
2019
Q4 | $383K | Hold |
2,000
| – | – | 0.22% | 84 |
|
|
2019
Q3 | $337K | Hold |
2,000
| – | – | 0.23% | 80 |
|
|
2019
Q2 | $350K | Hold |
2,000
| – | – | 0.24% | 78 |
|
|
2019
Q1 | $345K | Buy |
+2,000
| New | +$345K | 0.23% | 77 |
|