EPG Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $127K | Sell |
510
-97
| -16% | -$24.1K | 0.04% | 193 |
|
|
2025
Q1 | $161K | Buy |
607
+2
| +0.3% | +$529 | 0.04% | 237 |
|
|
2024
Q4 | $154K | Sell |
605
-5
| -0.8% | -$1.27K | 0.04% | 244 |
|
|
2024
Q3 | $172K | Buy |
+610
| New | +$172K | 0.04% | 243 |
|
|
2024
Q2 | – | Sell |
-1,157
| Closed | -$313K | – | 215 |
|
|
2024
Q1 | $313K | Buy |
1,157
+27
| +2% | +$7.31K | 0.08% | 212 |
|
|
2023
Q4 | $295K | Sell |
1,130
-6
| -0.5% | -$1.57K | 0.08% | 207 |
|
|
2023
Q3 | $267K | Buy |
1,136
+1
| +0.1% | +$235 | 0.08% | 203 |
|
|
2023
Q2 | $278K | Sell |
1,135
-1
| -0.1% | -$245 | 0.08% | 198 |
|
|
2023
Q1 | $271K | Buy |
1,136
+2
| +0.2% | +$477 | 0.09% | 194 |
|
|
2022
Q4 | $281K | Hold |
1,134
| – | – | 0.11% | 168 |
|
|
2022
Q3 | $254K | Sell |
1,134
-2
| -0.2% | -$448 | 0.1% | 174 |
|
|
2022
Q2 | $268K | Buy |
1,136
+2
| +0.2% | +$472 | 0.11% | 169 |
|
|
2022
Q1 | $289K | Buy |
1,134
+223
| +24% | +$56.8K | 0.1% | 178 |
|
|
2021
Q4 | $243K | Buy |
911
+2
| +0.2% | +$533 | 0.09% | 202 |
|
|
2021
Q3 | $225K | Hold |
909
| – | – | 0.09% | 194 |
|
|
2021
Q2 | $225K | Buy |
909
+1
| +0.1% | +$248 | 0.1% | 188 |
|
|
2021
Q1 | $208K | Buy |
908
+1
| +0.1% | +$229 | 0.1% | 183 |
|
|
2020
Q4 | $203K | Buy |
+907
| New | +$203K | 0.12% | 150 |
|
|
2020
Q2 | – | Sell |
-902
| Closed | -$150K | – | 747 |
|
|
2020
Q1 | $150K | Buy |
902
+1
| +0.1% | +$166 | 0.11% | 145 |
|
|
2019
Q4 | $173K | Buy |
+901
| New | +$173K | 0.13% | 110 |
|