CT Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $832K | Buy |
6,035
+790
| +15% | +$109K | 0.51% | 46 |
|
|
2016
Q4 | $665K | Buy |
5,245
+234
| +5% | +$29.7K | 0.42% | 62 |
|
|
2016
Q3 | $666K | Buy |
5,011
+15
| +0.3% | +$1.99K | 0.41% | 62 |
|
|
2016
Q2 | $652K | Buy |
4,996
+54
| +1% | +$7.05K | 0.4% | 64 |
|
|
2016
Q1 | $609K | Buy |
4,942
+401
| +9% | +$49.4K | 0.34% | 74 |
|
|
2015
Q4 | $603K | Sell |
4,541
-63
| -1% | -$8.37K | 0.35% | 75 |
|
|
2015
Q3 | $564K | Sell |
4,604
-9
| -0.2% | -$1.1K | 0.35% | 72 |
|
|
2015
Q2 | $646K | Sell |
4,613
-105
| -2% | -$14.7K | 0.37% | 73 |
|
|
2015
Q1 | $639K | Hold |
4,718
| – | – | 0.35% | 71 |
|
|
2014
Q4 | $593K | Buy |
+4,718
| New | +$593K | 0.45% | 57 |
|
|
2014
Q1 | $639K | Buy |
+4,718
| New | +$639K | 0.35% | 71 |
|