Capstone Triton Financial 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 | $828K | Buy |
+3,335
| New | +$828K | 0.6% | 60 |
|
2024
Q4 | $1.79M | Buy |
7,059
+17
| +0.2% | +$4.31K | 1.12% | 28 |
|
2024
Q3 | $1.99M | Buy |
7,042
+781
| +12% | +$220K | 1.27% | 22 |
|
2024
Q2 | $1.67M | Buy |
6,261
+411
| +7% | +$109K | 1.17% | 26 |
|
2024
Q1 | $1.58M | Sell |
5,850
-745
| -11% | -$202K | 1.12% | 29 |
|
2023
Q4 | $1.65M | Sell |
6,595
-47
| -0.7% | -$11.8K | 1.21% | 27 |
|
2023
Q3 | $1.56M | Buy |
6,642
+250
| +4% | +$58.8K | 1.14% | 28 |
|
2023
Q2 | $1.56M | Buy |
6,392
+212
| +3% | +$51.9K | 1.08% | 29 |
|
2023
Q1 | $1.47M | Buy |
6,180
+251
| +4% | +$59.9K | 1.11% | 30 |
|
2022
Q4 | $1.47M | Sell |
5,929
-8
| -0.1% | -$1.98K | 1.18% | 28 |
|
2022
Q3 | $1.33M | Buy |
5,937
+104
| +2% | +$23.3K | 1.14% | 30 |
|
2022
Q2 | $1.41M | Buy |
+5,833
| New | +$1.41M | 1.06% | 30 |
|