FirstPurpose Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $543K | Buy |
2,091
+544
| +35% | +$141K | 0.2% | 91 |
|
|
2023
Q4 | $388K | Buy |
1,547
+322
| +26% | +$80.7K | 0.15% | 126 |
|
|
2023
Q3 | $288K | Sell |
1,225
-85
| -6% | -$20K | 0.12% | 146 |
|
|
2023
Q2 | $321K | Buy |
1,310
+299
| +30% | +$73.2K | 0.14% | 128 |
|
|
2023
Q1 | $241K | Buy |
1,011
+63
| +7% | +$15K | 0.12% | 156 |
|
|
2022
Q4 | $235K | Buy |
948
+4
| +0.4% | +$992 | 0.13% | 153 |
|
|
2022
Q3 | $211K | Buy |
+944
| New | +$211K | 0.14% | 133 |
|
|
2022
Q2 | – | Sell |
-1,287
| Closed | -$327K | – | 158 |
|
|
2022
Q1 | $327K | Buy |
1,287
+283
| +28% | +$71.9K | 0.26% | 92 |
|
|
2021
Q4 | $267K | Buy |
+1,004
| New | +$267K | 0.17% | 108 |
|