Dynamic Advisor Solutions’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $983K | Buy |
3,957
+4
| +0.1% | +$993 | 0.03% | 468 |
|
|
2025
Q1 | $1.05M | Buy |
+3,953
| New | +$1.05M | 0.03% | 406 |
|
|
2024
Q4 | – | Sell |
-4,300
| Closed | -$1.21M | – | 876 |
|
|
2024
Q3 | $1.21M | Sell |
4,300
-954
| -18% | -$269K | 0.04% | 404 |
|
|
2024
Q2 | $1.4M | Sell |
5,254
-292
| -5% | -$77.7K | 0.04% | 368 |
|
|
2024
Q1 | $1.5M | Sell |
5,546
-409
| -7% | -$111K | 0.05% | 353 |
|
|
2023
Q4 | $1.52M | Sell |
5,955
-2,135
| -26% | -$544K | 0.06% | 330 |
|
|
2023
Q3 | $1.9M | Sell |
8,090
-218
| -3% | -$51.3K | 0.09% | 239 |
|
|
2023
Q2 | $2.03M | Sell |
8,308
-243
| -3% | -$59.5K | 0.11% | 218 |
|
|
2023
Q1 | $2.04M | Sell |
8,551
-52
| -0.6% | -$12.4K | 0.12% | 210 |
|
|
2022
Q4 | $2.13M | Sell |
8,603
-1,545
| -15% | -$383K | 0.15% | 166 |
|
|
2022
Q3 | $2.27M | Sell |
10,148
-257
| -2% | -$57.5K | 0.17% | 139 |
|
|
2022
Q2 | $2.45M | Buy |
10,405
+726
| +8% | +$171K | 0.19% | 131 |
|
|
2022
Q1 | $2.46M | Buy |
9,679
+475
| +5% | +$121K | 0.17% | 142 |
|
|
2021
Q4 | $2.45M | Sell |
9,204
-47
| -0.5% | -$12.5K | 0.18% | 137 |
|
|
2021
Q3 | $2.29M | Buy |
9,251
+1,229
| +15% | +$304K | 0.17% | 142 |
|
|
2021
Q2 | $1.98M | Buy |
8,022
+502
| +7% | +$124K | 0.16% | 161 |
|
|
2021
Q1 | $1.72M | Buy |
7,520
+356
| +5% | +$81.4K | 0.16% | 159 |
|
|
2020
Q4 | $1.6M | Sell |
7,164
-1,405
| -16% | -$314K | 0.15% | 165 |
|
|
2020
Q3 | $1.75M | Buy |
8,569
+862
| +11% | +$176K | 0.2% | 135 |
|
|
2020
Q2 | $1.49M | Buy |
7,707
+217
| +3% | +$41.8K | 0.2% | 133 |
|
|
2020
Q1 | $1.24M | Buy |
7,490
+219
| +3% | +$36.4K | 0.23% | 127 |
|
|
2019
Q4 | $1.39M | Buy |
7,271
+368
| +5% | +$70.6K | 0.19% | 142 |
|
|
2019
Q3 | $1.16M | Buy |
6,903
+670
| +11% | +$112K | 0.18% | 141 |
|
|
2019
Q2 | $1.08M | Sell |
6,233
-4,584
| -42% | -$797K | 0.17% | 151 |
|
|
2019
Q1 | $1.87M | Sell |
10,817
-5,355
| -33% | -$924K | 0.35% | 80 |
|
|
2018
Q4 | $2.7M | Buy |
+16,172
| New | +$2.7M | 0.57% | 46 |
|
|
2018
Q1 | – | Sell |
-5,832
| Closed | -$899K | – | 383 |
|
|
2017
Q4 | $899K | Buy |
+5,832
| New | +$899K | 0.29% | 106 |
|
|
2015
Q4 | – | Sell |
-1,810
| Closed | -$222K | – | 214 |
|
|
2015
Q3 | $222K | Buy |
+1,810
| New | +$222K | 0.11% | 163 |
|