Financial Perspectives’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 | $823K | Buy |
3,313
+2
| +0.1% | +$497 | 0.25% | 59 |
|
|
2025
Q1 | $877K | Buy |
3,311
+58
| +2% | +$15.4K | 0.3% | 51 |
|
|
2024
Q4 | $825K | Buy |
3,253
+128
| +4% | +$32.5K | 0.28% | 53 |
|
|
2024
Q3 | $882K | Buy |
3,125
+203
| +7% | +$57.3K | 0.31% | 53 |
|
|
2024
Q2 | $777K | Buy |
2,922
+342
| +13% | +$91K | 0.29% | 54 |
|
|
2024
Q1 | $698K | Buy |
2,580
+291
| +13% | +$78.7K | 0.26% | 56 |
|
|
2023
Q4 | $574K | Hold |
2,289
| – | – | 0.23% | 60 |
|
|
2023
Q3 | $538K | Hold |
2,289
| – | – | 0.25% | 63 |
|
|
2023
Q2 | $560K | Hold |
2,289
| – | – | 0.25% | 61 |
|
|
2023
Q1 | $546K | Hold |
2,289
| – | – | 0.26% | 59 |
|
|
2022
Q4 | $568K | Hold |
2,289
| – | – | 0.29% | 57 |
|
|
2022
Q3 | $512K | Buy |
2,289
+4
| +0.2% | +$895 | 0.29% | 53 |
|
|
2022
Q2 | $538K | Hold |
2,285
| – | – | 0.3% | 50 |
|
|
2022
Q1 | $581K | Buy |
2,285
+11
| +0.5% | +$2.8K | 0.27% | 55 |
|
|
2021
Q4 | $606K | Buy |
2,274
+2
| +0.1% | +$533 | 0.29% | 52 |
|
|
2021
Q3 | $562K | Hold |
2,272
| – | – | 0.28% | 57 |
|
|
2021
Q2 | $562K | Sell |
2,272
-517,157
| -100% | -$128M | 0.27% | 62 |
|
|
2021
Q1 | $2.27M | Buy |
519,429
+517,160
| +22,792% | +$2.26M | 0.11% | 139 |
|
|
2020
Q4 | $508K | Buy |
2,269
+493
| +28% | +$110K | 0.29% | 58 |
|
|
2020
Q3 | $362K | Hold |
1,776
| – | – | 0.24% | 59 |
|
|
2020
Q2 | $342K | Buy |
1,776
+1
| +0.1% | +$193 | 0.24% | 60 |
|
|
2020
Q1 | $295K | Buy |
1,775
+1,004
| +130% | +$167K | 0.24% | 55 |
|
|
2019
Q4 | $148K | Buy |
+771
| New | +$148K | 0.1% | 98 |
|