Caldwell Trust’s Vanguard Health Care ETF VHT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Hold |
940
|
|
||||
|
2025
Q1 | $249K | Buy |
940
+10
|
|
||||
|
2024
Q4 | $236K | Hold |
930
|
|
||||
|
2024
Q3 | $262K | Hold |
930
|
|
||||
|
2024
Q2 | $247K | Hold |
930
|
|
||||
|
2024
Q1 | $252K | Hold |
930
|
|
||||
|
2023
Q4 | $233K | Buy |
930
+30
|
|
||||
|
2023
Q3 | $212K | Hold |
900
|
|
||||
|
2023
Q2 | $220K | Hold |
900
|
|
||||
|
2023
Q1 | $215K | Hold |
900
|
|
||||
|
2022
Q4 | $223K | Hold |
900
|
|
||||
|
2022
Q3 | $201K | Buy |
900
+330
|
|
||||
|
2022
Q2 | $134K | Hold |
570
|
|
||||
|
2022
Q1 | $145K | Sell |
570
-20
|
|
||||
|
2021
Q4 | $157K | Hold |
590
|
|
||||
|
2021
Q3 | $146K | Buy |
590
+20
|
|
||||
|
2021
Q2 | $141K | Buy |
570
+110
|
|
||||
|
2021
Q1 | $105K | Buy |
460
+10
|
|
||||
|
2020
Q4 | $101K | Hold |
450
|
|
||||
|
2020
Q3 | $91.8K | Hold |
450
|
|
||||
|
2020
Q2 | $86.7K | Hold |
450
|
|
||||
|
2020
Q1 | $74.7K | Hold |
450
|
|
||||
|
2019
Q4 | $86.3K | Buy |
+450
|
|