EP
Essential Planning’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Buy |
2,320
+1
| +0% | +$248 | 0.21% | 47 |
|
|
2025
Q1 | $614K | Sell |
2,319
-137,929
| -98% | -$36.5M | 0.25% | 40 |
|
|
2024
Q4 | $37.8M | Buy |
140,248
+137,884
| +5,833% | +$37.2M | 0.25% | 38 |
|
|
2024
Q3 | $667K | Hold |
2,364
| – | – | 0.27% | 37 |
|
|
2024
Q2 | $629K | Sell |
2,364
-383
| -14% | -$102K | 0.28% | 36 |
|
|
2024
Q1 | $689K | Hold |
2,747
| – | – | 0.34% | 31 |
|
|
2023
Q4 | $689K | Sell |
2,747
-60
| -2% | -$15K | 0.35% | 31 |
|
|
2023
Q3 | $660K | Sell |
2,807
-86
| -3% | -$20.2K | 0.37% | 27 |
|
|
2023
Q2 | $708K | Sell |
2,893
-227
| -7% | -$55.6K | 0.4% | 26 |
|
|
2023
Q1 | $721K | Sell |
3,120
-2,078
| -40% | -$480K | 0.44% | 24 |
|
|
2022
Q4 | $1.13M | Buy |
+5,198
| New | +$1.13M | 0.87% | 15 |
|