EP Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.55M | Sell |
22,346
-583
| -3% | -$145K | 0.04% | 250 |
|
|
2025
Q1 | $6.07M | Sell |
22,929
-668
| -3% | -$177K | 0.05% | 200 |
|
|
2024
Q4 | $5.99M | Sell |
23,597
-2,153
| -8% | -$546K | 0.05% | 196 |
|
|
2024
Q3 | $7.27M | Buy |
25,750
+150
| +0.6% | +$42.3K | 0.06% | 182 |
|
|
2024
Q2 | $6.81M | Buy |
25,600
+9
| +0% | +$2.39K | 0.07% | 151 |
|
|
2024
Q1 | $6.92M | Buy |
25,591
+1,819
| +8% | +$492K | 0.08% | 143 |
|
|
2023
Q4 | $5.96M | Buy |
23,772
+43
| +0.2% | +$10.8K | 0.08% | 142 |
|
|
2023
Q3 | $5.58M | Sell |
23,729
-3,155,424
| -99% | -$742M | 0.09% | 136 |
|
|
2023
Q2 | $6M | Buy |
3,179,153
+3,138,619
| +7,743% | +$5.92M | 0.09% | 133 |
|
|
2023
Q1 | $53.1K | Buy |
40,534
+15,618
| +63% | +$20.5K | ﹤0.01% | 604 |
|
|
2022
Q4 | $6.18M | Buy |
24,916
+5,459
| +28% | +$1.35M | 0.11% | 115 |
|
|
2022
Q3 | $4.35M | Sell |
19,457
-408
| -2% | -$91.3K | 0.1% | 124 |
|
|
2022
Q2 | $4.68M | Buy |
19,865
+288
| +1% | +$67.8K | 0.11% | 114 |
|
|
2022
Q1 | $4.98M | Sell |
19,577
-1,085
| -5% | -$276K | 0.11% | 110 |
|
|
2021
Q4 | $5.51M | Buy |
20,662
+588
| +3% | +$157K | 0.13% | 96 |
|
|
2021
Q3 | $4.96M | Sell |
20,074
-308
| -2% | -$76.1K | 0.14% | 91 |
|
|
2021
Q2 | $5.04M | Sell |
20,382
-23
| -0.1% | -$5.68K | 0.14% | 99 |
|
|
2021
Q1 | $4.67M | Buy |
+20,405
| New | +$4.67M | 0.15% | 100 |
|