Comprehensive Financial Consultants Institutional’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-1,279
| Closed | -$321K | – | 168 |
|
2023
Q4 | $321K | Sell |
1,279
-328
| -20% | -$82.2K | 0.15% | 133 |
|
2023
Q3 | $378K | Hold |
1,607
| – | – | 0.2% | 117 |
|
2023
Q2 | $390K | Sell |
1,607
-61
| -4% | -$14.8K | 0.21% | 116 |
|
2023
Q1 | $398K | Buy |
1,668
+541
| +48% | +$129K | 0.22% | 111 |
|
2022
Q4 | $279K | Sell |
1,127
-8
| -0.7% | -$1.98K | 0.17% | 129 |
|
2022
Q3 | $262K | Hold |
1,135
| – | – | 0.17% | 131 |
|
2022
Q2 | $269K | Sell |
1,135
-31
| -3% | -$7.35K | 0.19% | 129 |
|
2022
Q1 | $277K | Buy |
+1,166
| New | +$277K | 0.19% | 133 |
|