CFO
CVA Family Office’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.75M | Buy |
27,180
+5
| +0% | +$1.24K | 0.95% | 24 |
|
|
2025
Q1 | $7.19M | Buy |
27,175
+40
| +0.1% | +$10.6K | 1.1% | 23 |
|
|
2024
Q4 | $6.88M | Sell |
27,135
-1,855
| -6% | -$471K | 1.09% | 22 |
|
|
2024
Q3 | $8.18M | Sell |
28,990
-452
| -2% | -$128K | 1.33% | 18 |
|
|
2024
Q2 | $7.83M | Sell |
29,442
-40
| -0.1% | -$10.6K | 1.41% | 15 |
|
|
2024
Q1 | $7.98M | Buy |
29,482
+321
| +1% | +$86.8K | 1.42% | 17 |
|
|
2023
Q4 | $7.31M | Buy |
29,161
+13
| +0% | +$3.26K | 1.43% | 17 |
|
|
2023
Q3 | $6.85M | Buy |
29,148
+618
| +2% | +$145K | 1.56% | 16 |
|
|
2023
Q2 | $6.98M | Buy |
28,530
+710
| +3% | +$174K | 1.47% | 17 |
|
|
2023
Q1 | $6.63M | Buy |
27,820
+1,333
| +5% | +$318K | 1.48% | 16 |
|
|
2022
Q4 | $6.57M | Buy |
26,487
+3,587
| +16% | +$890K | 1.59% | 13 |
|
|
2022
Q3 | $5.12M | Buy |
22,900
+5,766
| +34% | +$1.29M | 1.39% | 17 |
|
|
2022
Q2 | $4.04M | Buy |
17,134
+3,988
| +30% | +$939K | 1.1% | 25 |
|
|
2022
Q1 | $3.34M | Buy |
13,146
+44
| +0.3% | +$11.2K | 0.8% | 30 |
|
|
2021
Q4 | $3.49M | Buy |
13,102
+6,597
| +101% | +$1.76M | 0.87% | 27 |
|
|
2021
Q3 | $1.33M | Sell |
6,505
-6,285
| -49% | -$1.28M | 0.96% | 26 |
|
|
2021
Q2 | $3.16M | Buy |
12,790
+463
| +4% | +$114K | 0.9% | 26 |
|
|
2021
Q1 | $2.82M | Buy |
12,327
+5,614
| +84% | +$1.28M | 1.07% | 24 |
|
|
2020
Q4 | $1.5M | Buy |
6,713
+208
| +3% | +$46.5K | 0.92% | 27 |
|
|
2020
Q3 | $1.33M | Buy |
6,505
+557
| +9% | +$114K | 0.96% | 26 |
|
|
2020
Q2 | $1.15M | Buy |
5,948
+3,248
| +120% | +$626K | 0.94% | 28 |
|
|
2020
Q1 | $448K | Buy |
2,700
+730
| +37% | +$121K | 0.45% | 46 |
|
|
2019
Q4 | $378K | Buy |
+1,970
| New | +$378K | 0.35% | 51 |
|