DY
Dowling & Yahnke’s Vanguard Health Care ETF VHT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $4.78M | Buy |
21,388
+672
| +3% | +$150K | 0.22% | 107 |
|
2022
Q2 | $4.88M | Buy |
20,716
+1,475
| +8% | +$347K | 0.23% | 105 |
|
2022
Q1 | $4.9M | Buy |
19,241
+2,095
| +12% | +$533K | 0.21% | 111 |
|
2021
Q4 | $4.57M | Buy |
17,146
+2,335
| +16% | +$622K | 0.22% | 116 |
|
2021
Q3 | $3.66M | Buy |
14,811
+723
| +5% | +$179K | 0.2% | 122 |
|
2021
Q2 | $3.48M | Sell |
14,088
-119
| -0.8% | -$29.4K | 0.2% | 122 |
|
2021
Q1 | $3.25M | Buy |
14,207
+434
| +3% | +$99.3K | 0.22% | 124 |
|
2020
Q4 | $3.08M | Sell |
13,773
-173
| -1% | -$38.7K | 0.22% | 123 |
|
2020
Q3 | $2.85M | Sell |
13,946
-998
| -7% | -$204K | 0.23% | 118 |
|
2020
Q2 | $2.88M | Sell |
14,944
-6,327
| -30% | -$1.22M | 0.24% | 109 |
|
2020
Q1 | $3.53M | Buy |
21,271
+2,665
| +14% | +$443K | 0.34% | 78 |
|
2019
Q4 | $3.57M | Sell |
18,606
-250
| -1% | -$47.9K | 0.27% | 105 |
|
2019
Q3 | $3.16M | Buy |
18,856
+1,065
| +6% | +$179K | 0.26% | 109 |
|
2019
Q2 | $3.1M | Buy |
17,791
+604
| +4% | +$105K | 0.26% | 109 |
|
2019
Q1 | $2.96M | Buy |
17,187
+2,012
| +13% | +$347K | 0.28% | 99 |
|
2018
Q4 | $2.69M | Buy |
15,175
+2,269
| +18% | +$403K | 0.28% | 97 |
|
2018
Q3 | $2.33M | Sell |
12,906
-172
| -1% | -$31K | 0.2% | 136 |
|
2018
Q2 | $2.08M | Sell |
13,078
-2,127
| -14% | -$338K | 0.19% | 141 |
|
2018
Q1 | $2.33M | Buy |
15,205
+1,282
| +9% | +$197K | 0.22% | 126 |
|
2017
Q4 | $2.15M | Sell |
13,923
-200
| -1% | -$30.8K | 0.19% | 136 |
|
2017
Q3 | $2.15M | Buy |
14,123
+945
| +7% | +$144K | 0.22% | 130 |
|
2017
Q2 | $1.94M | Buy |
13,178
+905
| +7% | +$133K | 0.2% | 133 |
|
2017
Q1 | $1.69M | Sell |
12,273
-625
| -5% | -$86.1K | 0.18% | 143 |
|
2016
Q4 | $1.64M | Buy |
12,898
+827
| +7% | +$105K | 0.18% | 138 |
|
2016
Q3 | $1.6M | Buy |
12,071
+208
| +2% | +$27.6K | 0.19% | 134 |
|
2016
Q2 | $1.55M | Buy |
11,863
+713
| +6% | +$93K | 0.19% | 137 |
|
2016
Q1 | $1.38M | Buy |
11,150
+2,618
| +31% | +$323K | 0.17% | 139 |
|
2015
Q4 | $1.13M | Buy |
8,532
+475
| +6% | +$63.1K | 0.14% | 148 |
|
2015
Q3 | $987K | Hold |
8,057
| – | – | 0.13% | 148 |
|
2015
Q2 | $1.13M | Sell |
8,057
-40
| -0.5% | -$5.6K | 0.14% | 146 |
|
2015
Q1 | $1.1M | Sell |
8,097
-335
| -4% | -$45.4K | 0.14% | 147 |
|
2014
Q4 | $1.06M | Sell |
8,432
-250
| -3% | -$31.4K | 0.13% | 147 |
|
2014
Q3 | $1.02M | Sell |
8,682
-70
| -0.8% | -$8.19K | 0.13% | 146 |
|
2014
Q2 | $977K | Hold |
8,752
| – | – | 0.13% | 148 |
|
2014
Q1 | $936K | Hold |
8,752
| – | – | 0.12% | 148 |
|
2013
Q4 | $885K | Sell |
8,752
-35
| -0.4% | -$3.54K | 0.12% | 147 |
|
2013
Q3 | $818K | Sell |
8,787
-50
| -0.6% | -$4.66K | 0.13% | 148 |
|
2013
Q2 | $763K | Buy |
+8,837
| New | +$763K | 0.13% | 145 |
|