Financial Advocates Investment 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 | $377K | Sell |
1,519
-483
| -24% | -$120K | 0.03% | 435 |
|
|
2025
Q1 | $530K | Buy |
2,002
+66
| +3% | +$17.5K | 0.04% | 410 |
|
|
2024
Q4 | $491K | Sell |
1,936
-2,694
| -58% | -$684K | 0.03% | 454 |
|
|
2024
Q3 | $1.21M | Buy |
4,630
+406
| +10% | +$106K | 0.07% | 264 |
|
|
2024
Q2 | $1.12M | Sell |
4,224
-300
| -7% | -$79.8K | 0.07% | 266 |
|
|
2024
Q1 | $1.23M | Sell |
4,524
-54
| -1% | -$14.7K | 0.07% | 271 |
|
|
2023
Q4 | $1.16M | Sell |
4,578
-793
| -15% | -$200K | 0.08% | 259 |
|
|
2023
Q3 | $1.27M | Buy |
5,371
+28
| +0.5% | +$6.61K | 0.09% | 229 |
|
|
2023
Q2 | $1.31M | Sell |
5,343
-1,058
| -17% | -$259K | 0.09% | 222 |
|
|
2023
Q1 | $1.53M | Buy |
6,401
+512
| +9% | +$122K | 0.11% | 205 |
|
|
2022
Q4 | $1.46M | Buy |
5,889
+1,151
| +24% | +$285K | 0.11% | 211 |
|
|
2022
Q3 | $874K | Sell |
4,738
-3,733
| -44% | -$689K | 0.07% | 279 |
|
|
2022
Q2 | $2M | Buy |
8,471
+1,613
| +24% | +$380K | 0.16% | 154 |
|
|
2022
Q1 | $1.75M | Sell |
6,858
-19,264
| -74% | -$4.9M | 0.12% | 211 |
|
|
2021
Q4 | $3.32M | Buy |
26,122
+20,685
| +380% | +$2.63M | 0.21% | 109 |
|
|
2021
Q3 | $1.34M | Sell |
5,437
-9,129
| -63% | -$2.26M | 0.09% | 252 |
|
|
2021
Q2 | $1.46M | Buy |
14,566
+8,924
| +158% | +$891K | 0.1% | 243 |
|
|
2021
Q1 | $1.29M | Buy |
5,642
+260
| +5% | +$59.5K | 0.09% | 252 |
|
|
2020
Q4 | $1.21M | Buy |
5,382
+999
| +23% | +$224K | 0.08% | 270 |
|
|
2020
Q3 | $894K | Sell |
4,383
-108
| -2% | -$22K | 0.08% | 262 |
|
|
2020
Q2 | $865K | Sell |
4,491
-254
| -5% | -$48.9K | 0.08% | 259 |
|
|
2020
Q1 | $788K | Buy |
4,745
+196
| +4% | +$32.6K | 0.11% | 210 |
|
|
2019
Q4 | $872K | Buy |
4,549
+743
| +20% | +$142K | 0.09% | 226 |
|
|
2019
Q3 | $638K | Sell |
3,806
-672
| -15% | -$113K | 0.07% | 255 |
|
|
2019
Q2 | $779K | Buy |
4,478
+196
| +5% | +$34.1K | 0.09% | 213 |
|
|
2019
Q1 | $738K | Buy |
4,282
+609
| +17% | +$105K | 0.09% | 213 |
|
|
2018
Q4 | $589K | Buy |
3,673
+6
| +0.2% | +$962 | 0.08% | 226 |
|
|
2018
Q3 | $661K | Buy |
3,667
+35
| +1% | +$6.31K | 0.07% | 242 |
|
|
2018
Q2 | $580K | Buy |
3,632
+121
| +3% | +$19.3K | 0.07% | 250 |
|
|
2018
Q1 | $539K | Sell |
3,511
-577
| -14% | -$88.6K | 0.07% | 246 |
|
|
2017
Q4 | $631K | Buy |
+4,088
| New | +$631K | 0.09% | 226 |
|