Evercore Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $209K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $222K | Sell |
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|
2024
Q2 | $236K | Hold |
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|
2024
Q1 | $240K | Sell |
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|
2023
Q4 | $225K | Buy |
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|
2023
Q3 | $209K | Hold |
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|
2023
Q2 | $217K | Hold |
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|
2023
Q1 | $212K | Hold |
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|
2022
Q4 | $220K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $209K | Buy |
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|
2022
Q1 | $200K | Hold |
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|
2021
Q4 | $210K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $417K | Hold |
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|
2021
Q1 | $386K | Hold |
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|
2020
Q4 | $378K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $224K | Hold |
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|
2018
Q4 | $209K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $108K | Hold |
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|
2017
Q3 | $107K | Hold |
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|
2017
Q2 | $103K | Hold |
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|
2017
Q1 | $96K | Hold |
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|
2016
Q4 | $89K | Hold |
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|
2016
Q3 | $93K | Hold |
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|
2016
Q2 | $91K | Hold |
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|
2016
Q1 | $86K | Hold |
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|
2015
Q4 | $93K | Hold |
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|
2015
Q3 | $86K | Hold |
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|
2015
Q2 | $98K | Hold |
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|
2015
Q1 | $95K | Buy |
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