Fortitude Advisory Group’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
Q4 | – | Sell |
-887
| Closed | -$250K | – | 218 |
|
|
2024
Q3 | $250K | Buy |
887
+1
| +0.1% | +$282 | 0.16% | 152 |
|
|
2024
Q2 | $236K | Hold |
886
| – | – | 0.14% | 154 |
|
|
2024
Q1 | $240K | Hold |
886
| – | – | 0.14% | 163 |
|
|
2023
Q4 | $222K | Hold |
886
| – | – | 0.13% | 177 |
|
|
2023
Q3 | $208K | Buy |
886
+57
| +7% | +$13.4K | 0.14% | 174 |
|
|
2023
Q2 | $203K | Sell |
829
-112
| -12% | -$27.4K | 0.15% | 176 |
|
|
2023
Q1 | $224K | Buy |
941
+6
| +0.6% | +$1.43K | 0.17% | 165 |
|
|
2022
Q4 | $232K | Hold |
935
| – | – | 0.2% | 156 |
|
|
2022
Q3 | $209K | Hold |
935
| – | – | 0.2% | 155 |
|
|
2022
Q2 | $220K | Hold |
935
| – | – | 0.2% | 151 |
|
|
2022
Q1 | $238K | Sell |
935
-13
| -1% | -$3.31K | 0.13% | 163 |
|
|
2021
Q4 | $252K | Buy |
+948
| New | +$252K | 0.13% | 156 |
|