Castleview Partners’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
Q1 | – | Sell |
-247
| Closed | -$62.8K | – | 559 |
|
|
2024
Q4 | $62.8K | Buy |
247
+2
| +0.8% | +$508 | 0.03% | 307 |
|
|
2024
Q3 | $69.2K | Buy |
245
+1
| +0.4% | +$283 | 0.04% | 280 |
|
|
2024
Q2 | $64.9K | Hold |
244
| – | – | 0.04% | 300 |
|
|
2024
Q1 | $66.1K | Hold |
244
| – | – | 0.04% | 307 |
|
|
2023
Q4 | $61.1K | Buy |
+244
| New | +$61.1K | 0.04% | 270 |
|
|
2022
Q3 | – | Sell |
-400
| Closed | -$131K | – | 767 |
|
|
2022
Q2 | $131K | Buy |
400
+200
| +100% | +$65.3K | 0.1% | 185 |
|
|
2022
Q1 | $50K | Buy |
+200
| New | +$50K | 0.03% | 351 |
|
|
2021
Q2 | $49K | Buy |
+200
| New | +$49K | 0.02% | 422 |
|