Foundations Investment Advisors’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Buy |
1,546
+498
| +48% | +$124K | 0.01% | 663 |
|
|
2025
Q1 | $277K | Sell |
1,048
-12,271
| -92% | -$3.25M | 0.01% | 733 |
|
|
2024
Q4 | $3.38M | Buy |
13,319
+722
| +6% | +$183K | 0.07% | 221 |
|
|
2024
Q3 | $3.55M | Sell |
12,597
-91
| -0.7% | -$25.7K | 0.07% | 209 |
|
|
2024
Q2 | $3.37M | Buy |
12,688
+803
| +7% | +$214K | 0.08% | 185 |
|
|
2024
Q1 | $3.22M | Buy |
11,885
+330
| +3% | +$89.3K | 0.08% | 188 |
|
|
2023
Q4 | $3M | Buy |
11,555
+943
| +9% | +$245K | 0.08% | 179 |
|
|
2023
Q3 | $2.49M | Buy |
10,612
+2,714
| +34% | +$638K | 0.08% | 197 |
|
|
2023
Q2 | $1.93M | Buy |
7,898
+1,518
| +24% | +$372K | 0.06% | 196 |
|
|
2023
Q1 | $1.52M | Buy |
+6,380
| New | +$1.52M | 0.05% | 189 |
|
|
2022
Q2 | – | Sell |
-18,295
| Closed | -$4.7M | – | 420 |
|
|
2022
Q1 | $4.7M | Buy |
18,295
+10,111
| +124% | +$2.6M | 0.18% | 49 |
|
|
2021
Q4 | $2.09M | Buy |
8,184
+1,926
| +31% | +$493K | 0.08% | 88 |
|
|
2021
Q3 | $1.53M | Buy |
+6,258
| New | +$1.53M | 0.07% | 91 |
|
|
2020
Q4 | – | Sell |
-3,707
| Closed | -$748K | – | 203 |
|
|
2020
Q3 | $748K | Sell |
3,707
-445,776
| -99% | -$89.9M | 0.16% | 86 |
|
|
2020
Q2 | $87.9M | Buy |
+449,483
| New | +$87.9M | 7.78% | 5 |
|