EverSource Wealth Advisors’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 | $272K | Sell |
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|
2025
Q1 | $829K | Sell |
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|
2024
Q4 | $9.4M | Sell |
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|
2024
Q3 | $17.8M | Sell |
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|
2024
Q2 | $17.9M | Sell |
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|
2024
Q1 | $18.9M | Sell |
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|
2023
Q4 | $18.5M | Buy |
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|
2023
Q3 | $17.1M | Buy |
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|
2023
Q2 | $16.4M | Buy |
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|
2023
Q1 | $13.7M | Buy |
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|
2022
Q4 | $12.6M | Buy |
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|
2022
Q3 | $12K | Hold |
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|
2022
Q2 | $12K | Sell |
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|
2022
Q1 | $16K | Sell |
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|
2021
Q4 | $19K | Buy |
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