Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.24M | Buy |
4,657
+609
| +15% | +$162K | 0.01% | 301 |
|
|
2024
Q1 | $1.1M | Buy |
4,048
+604
| +18% | +$163K | 0.01% | 319 |
|
|
2023
Q4 | $863K | Buy |
3,444
+1,565
| +83% | +$392K | 0.01% | 346 |
|
|
2023
Q3 | $442K | Sell |
1,879
-102
| -5% | -$24K | 0.01% | 446 |
|
|
2023
Q2 | $485K | Buy |
1,981
+535
| +37% | +$131K | 0.01% | 429 |
|
|
2023
Q1 | $359K | Hold |
1,446
| – | – | 0.01% | 452 |
|
|
2022
Q4 | $359K | Sell |
1,446
-431
| -23% | -$107K | 0.01% | 454 |
|
|
2022
Q3 | $420K | Sell |
1,877
-1
| -0.1% | -$224 | 0.01% | 401 |
|
|
2022
Q2 | $442K | Buy |
1,878
+295
| +19% | +$69.4K | 0.01% | 392 |
|
|
2022
Q1 | $403K | Buy |
1,583
+580
| +58% | +$148K | 0.01% | 408 |
|
|
2021
Q4 | $267K | Buy |
+1,003
| New | +$267K | 0.01% | 502 |
|
|
2016
Q1 | – | Sell |
-2,502
| Closed | -$332K | – | 251 |
|
|
2015
Q4 | $332K | Buy |
2,502
+9
| +0.4% | +$1.19K | 0.11% | 126 |
|
|
2015
Q3 | $306K | Buy |
2,493
+23
| +0.9% | +$2.82K | 0.11% | 139 |
|
|
2015
Q2 | $346K | Hold |
2,470
| – | – | 0.11% | 136 |
|
|
2015
Q1 | $335K | Hold |
2,470
| – | – | 0.13% | 131 |
|
|
2014
Q4 | $310K | Buy |
+2,470
| New | +$310K | 0.12% | 128 |
|