Caliber Wealth Management (Utah)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,059
| Closed | -$2.5M | – | 88 |
|
|
2022
Q4 | $2.5M | Buy |
10,059
+55
| +0.5% | +$13.6K | 1.91% | 10 |
|
|
2022
Q3 | $2.24M | Buy |
10,004
+337
| +3% | +$75.4K | 1.77% | 22 |
|
|
2022
Q2 | $2.28M | Buy |
9,667
+750
| +8% | +$177K | 1.77% | 21 |
|
|
2022
Q1 | $2.27M | Buy |
8,917
+1,313
| +17% | +$334K | 1.45% | 31 |
|
|
2021
Q4 | $1.91M | Buy |
7,604
+2,776
| +57% | +$697K | 1.32% | 38 |
|
|
2021
Q3 | $1.19M | Buy |
4,828
+208
| +5% | +$51.3K | 0.84% | 52 |
|
|
2021
Q2 | $1.14M | Buy |
4,620
+1,043
| +29% | +$258K | 0.81% | 52 |
|
|
2021
Q1 | $818K | Sell |
3,577
-85
| -2% | -$19.4K | 0.59% | 56 |
|
|
2020
Q4 | $819K | Buy |
+3,662
| New | +$819K | 0.8% | 51 |
|