Fortis Advisors’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 | $1.21M | Sell |
4,859
-54
| -1% | -$13.4K | 0.77% | 26 |
|
2025
Q1 | $1.3M | Sell |
4,913
-20
| -0.4% | -$5.29K | 0.85% | 29 |
|
2024
Q4 | $1.25M | Buy |
4,933
+38
| +0.8% | +$9.64K | 0.82% | 29 |
|
2024
Q3 | $1.38M | Sell |
4,895
-6,336
| -56% | -$1.79M | 0.9% | 28 |
|
2024
Q2 | $2.99M | Sell |
11,231
-89
| -0.8% | -$23.7K | 2.11% | 14 |
|
2024
Q1 | $3.06M | Sell |
11,320
-25
| -0.2% | -$6.76K | 2.05% | 15 |
|
2023
Q4 | $2.84M | Sell |
11,345
-44
| -0.4% | -$11K | 2.03% | 15 |
|
2023
Q3 | $2.68M | Sell |
11,389
-30,604
| -73% | -$7.19M | 2.01% | 17 |
|
2023
Q2 | $4.01M | Buy |
41,993
+269
| +0.6% | +$25.7K | 2.87% | 12 |
|
2023
Q1 | $4M | Sell |
41,724
-4,724
| -10% | -$453K | 2.61% | 13 |
|
2022
Q4 | $5.1M | Buy |
46,448
+2,859
| +7% | +$314K | 3.89% | 9 |
|
2022
Q3 | $4.57M | Sell |
43,589
-288
| -0.7% | -$30.2K | 3.26% | 10 |
|
2022
Q2 | $4.59M | Buy |
43,877
+1,366
| +3% | +$143K | 3.04% | 12 |
|
2022
Q1 | $4.14M | Buy |
42,511
+797
| +2% | +$77.5K | 2.27% | 13 |
|
2021
Q4 | $3.81M | Buy |
41,714
+27,605
| +196% | +$2.52M | 2.21% | 15 |
|
2021
Q3 | $3.49M | Buy |
+14,109
| New | +$3.49M | 2.13% | 13 |
|
2021
Q1 | – | Hold |
0
| – | – | – | 266 |
|
2020
Q4 | – | Sell |
-12
| Closed | -$2K | – | 195 |
|
2020
Q3 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 141 |
|