Corient Private Wealth’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
$22.5M Buy
90,550
+45,450
+101% +$11.3M 0.02% 411
2025
Q1
$11.9M Sell
45,100
-2,523
-5% -$668K 0.02% 480
2024
Q4
$11.7M Sell
47,623
-3,952
-8% -$974K 0.02% 474
2024
Q3
$14.6M Sell
51,575
-1,762
-3% -$497K 0.02% 459
2024
Q2
$14.2M Buy
53,337
+17,949
+51% +$4.77M 0.02% 449
2024
Q1
$9.57M Sell
35,388
-16,047
-31% -$4.34M 0.02% 535
2023
Q4
$12.9M Buy
51,435
+2,647
+5% +$664K 0.02% 472
2023
Q3
$11.5M Sell
48,788
-49,444
-50% -$11.6M 0.03% 452
2023
Q2
$24M Buy
98,232
+512
+0.5% +$125K 0.06% 303
2023
Q1
$23.3M Buy
97,720
+22,362
+30% +$5.33M 0.06% 278
2022
Q4
$18.7M Buy
+75,358
New +$18.7M 0.07% 276