Cooper Financial Group’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
Q2 | – | Sell |
-740
| Closed | -$200K | – | 396 |
|
|
2024
Q1 | $200K | Buy |
+740
| New | +$200K | 0.03% | 341 |
|
|
2023
Q2 | – | Sell |
-877
| Closed | -$209K | – | 328 |
|
|
2023
Q1 | $209K | Sell |
877
-39
| -4% | -$9.31K | 0.06% | 283 |
|
|
2022
Q4 | $227K | Buy |
916
+10
| +1% | +$2.48K | 0.07% | 265 |
|
|
2022
Q3 | $203K | Buy |
+906
| New | +$203K | 0.07% | 248 |
|
|
2021
Q1 | – | Sell |
-1,762
| Closed | -$394K | – | 315 |
|
|
2020
Q4 | $394K | Buy |
+1,762
| New | +$394K | 0.08% | 179 |
|