Cassaday & Co 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
$2.25M Hold
9,044
0.06% 72
2025
Q1
$2.39M Sell
9,044
-315
-3% -$83.4K 0.07% 61
2024
Q4
$2.37M Buy
9,359
+463
+5% +$117K 0.06% 62
2024
Q3
$2.51M Sell
8,896
-296
-3% -$83.5K 0.07% 57
2024
Q2
$2.45M Sell
9,192
-113
-1% -$30.1K 0.08% 53
2024
Q1
$2.52M Buy
9,305
+307
+3% +$83.1K 0.08% 51
2023
Q4
$2.26M Hold
8,998
0.08% 55
2023
Q3
$2.12M Sell
8,998
-75
-0.8% -$17.6K 0.09% 50
2023
Q2
$2.22M Buy
9,073
+75
+0.8% +$18.4K 0.09% 50
2023
Q1
$2.15M Buy
8,998
+218
+2% +$52K 0.09% 49
2022
Q4
$2.18M Buy
+8,780
New +$2.18M 0.1% 48