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