Clear Perspectives Financial Planning’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 | $235K | Sell |
987
-37
| -4% | -$8.83K | 0.13% | 37 |
|
|
2022
Q4 | $254K | Hold |
1,024
| – | – | 0.14% | 42 |
|
|
2022
Q3 | $229K | Hold |
1,024
| – | – | 0.11% | 44 |
|
|
2022
Q2 | $241K | Hold |
1,024
| – | – | 0.09% | 47 |
|
|
2022
Q1 | $261K | Hold |
1,024
| – | – | 0.1% | 46 |
|
|
2021
Q4 | $273K | Sell |
1,024
-50
| -5% | -$13.3K | 0.11% | 52 |
|
|
2021
Q3 | $266K | Hold |
1,074
| – | – | 0.12% | 51 |
|
|
2021
Q2 | $266K | Hold |
1,074
| – | – | 0.13% | 55 |
|
|
2021
Q1 | $246K | Sell |
1,074
-125
| -10% | -$28.6K | 0.14% | 53 |
|
|
2020
Q4 | $268K | Buy |
+1,199
| New | +$268K | 0.17% | 47 |
|