Circle Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.38M | Sell |
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2025
Q1 | $5.82M | Sell |
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2024
Q4 | $7.47M | Buy |
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2024
Q3 | $6.29M | Buy |
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2024
Q2 | $5.93M | Sell |
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2024
Q1 | $7.41M | Sell |
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2023
Q4 | $7.12M | Buy |
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2023
Q3 | $6.45M | Buy |
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2023
Q2 | $6.69M | Buy |
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2023
Q1 | $6.28M | Buy |
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2022
Q4 | $6.4M | Buy |
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2022
Q3 | $5.61M | Buy |
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2022
Q2 | $5.61M | Sell |
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2022
Q1 | $10.5M | Buy |
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2021
Q4 | $4.62M | Sell |
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2021
Q3 | $4.68M | Hold |
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2021
Q2 | $4.67M | Buy |
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2021
Q1 | $4.22M | Buy |
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2020
Q4 | $3.99M | Buy |
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2020
Q3 | $3.58M | Buy |
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2020
Q2 | $3.37M | Buy |
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2020
Q1 | $2.87M | Buy |
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2019
Q4 | $2.51M | Buy |
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2019
Q3 | $2.18M | Buy |
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2019
Q2 | $2.26M | Buy |
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2019
Q1 | $2.23M | Buy |
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2018
Q4 | $2.04M | Hold |
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2018
Q3 | $2.29M | Buy |
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2018
Q2 | $2M | Hold |
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2018
Q1 | $1.93M | Buy |
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2017
Q4 | $1.91M | Buy |
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2017
Q3 | $1.88M | Buy |
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2017
Q2 | $1.81M | Hold |
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2017
Q1 | $1.69M | Buy |
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2016
Q4 | $1.55M | Buy |
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