Compass Financial Group (South Dakota)’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
$311K Sell
1,251
-3
-0.2% -$745 0.05% 71
2025
Q1
$332K Sell
1,254
-127
-9% -$33.6K 0.06% 68
2024
Q4
$350K Buy
1,381
+29
+2% +$7.36K 0.07% 65
2024
Q3
$382K Buy
1,352
+19
+1% +$5.37K 0.07% 62
2024
Q2
$354K Sell
1,333
-8
-0.6% -$2.13K 0.08% 63
2024
Q1
$363K Buy
1,341
+153
+13% +$41.4K 0.08% 63
2023
Q4
$298K Buy
1,188
+45
+4% +$11.3K 0.08% 70
2023
Q3
$269K Sell
1,143
-532
-32% -$125K 0.08% 74
2023
Q2
$410K Buy
1,675
+145
+9% +$35.5K 0.12% 50
2023
Q1
$365K Buy
1,530
+44
+3% +$10.5K 0.12% 55
2022
Q4
$369K Buy
+1,486
New +$369K 0.13% 53