CFP
Curran Financial Partners’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $492K | Sell |
1,983
-17,747
| -90% | -$4.41M | 0.11% | 83 |
|
|
2025
Q1 | $5.22M | Buy |
19,730
+17,619
| +835% | +$4.66M | 1.28% | 26 |
|
|
2024
Q4 | $535K | Sell |
2,111
-19,637
| -90% | -$4.98M | 0.14% | 63 |
|
|
2024
Q3 | $6.14M | Sell |
21,748
-110
| -0.5% | -$31K | 1.74% | 17 |
|
|
2024
Q2 | $5.81M | Buy |
21,858
+764
| +4% | +$203K | 1.94% | 13 |
|
|
2024
Q1 | $5.71M | Sell |
21,094
-2,097
| -9% | -$567K | 1.98% | 14 |
|
|
2023
Q4 | $5.89M | Sell |
23,191
-1,286
| -5% | -$327K | 2.26% | 12 |
|
|
2023
Q3 | $5.75M | Sell |
24,477
-576
| -2% | -$135K | 2.51% | 11 |
|
|
2023
Q2 | $6.13M | Buy |
25,053
+22,235
| +789% | +$5.44M | 2.67% | 8 |
|
|
2023
Q1 | $672K | Sell |
2,818
-28,438
| -91% | -$6.78M | 0.32% | 44 |
|
|
2022
Q4 | $7.75M | Buy |
31,256
+28,311
| +961% | +$7.02M | 3.74% | 8 |
|
|
2022
Q3 | $659K | Sell |
2,945
-1,111
| -27% | -$249K | 0.33% | 37 |
|
|
2022
Q2 | $955K | Sell |
4,056
-47,138
| -92% | -$11.1M | 0.45% | 35 |
|
|
2022
Q1 | $13M | Buy |
51,194
+33
| +0.1% | +$8.4K | 5.35% | 2 |
|
|
2021
Q4 | $13.6M | Buy |
51,161
+749
| +1% | +$200K | 5.78% | 6 |
|
|
2021
Q3 | $12.4M | Buy |
50,412
+3,726
| +8% | +$919K | 6.35% | 4 |
|
|
2021
Q2 | $11.5M | Buy |
46,686
+38,717
| +486% | +$9.57M | 6.34% | 3 |
|
|
2021
Q1 | $1.82M | Sell |
7,969
-26,241
| -77% | -$6M | 1.31% | 21 |
|
|
2020
Q4 | $7.65M | Buy |
+34,210
| New | +$7.65M | 6.56% | 3 |
|