Founders Financial Securities’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 | $592K | Sell |
2,383
-82
| -3% | -$20.4K | 0.05% | 308 |
|
|
2025
Q1 | $622K | Buy |
2,465
+136
| +6% | +$34.3K | 0.05% | 284 |
|
|
2024
Q4 | $591K | Sell |
2,329
-368
| -14% | -$93.4K | 0.05% | 268 |
|
|
2024
Q3 | $761K | Sell |
2,697
-530
| -16% | -$150K | 0.07% | 210 |
|
|
2024
Q2 | $858K | Buy |
3,227
+1,332
| +70% | +$354K | 0.08% | 199 |
|
|
2024
Q1 | $513K | Sell |
1,895
-217
| -10% | -$58.7K | 0.05% | 258 |
|
|
2023
Q4 | $529K | Sell |
2,112
-1,972
| -48% | -$494K | 0.06% | 238 |
|
|
2023
Q3 | $960K | Buy |
4,084
+1,559
| +62% | +$367K | 0.12% | 140 |
|
|
2023
Q2 | $618K | Hold |
2,525
| – | – | 0.08% | 186 |
|
|
2023
Q1 | $602K | Sell |
2,525
-149
| -6% | -$35.5K | 0.09% | 180 |
|
|
2022
Q4 | $663K | Buy |
2,674
+149
| +6% | +$37K | 0.1% | 171 |
|
|
2022
Q3 | $565K | Buy |
2,525
+41
| +2% | +$9.17K | 0.1% | 165 |
|
|
2022
Q2 | $585K | Hold |
2,484
| – | – | 0.11% | 149 |
|
|
2022
Q1 | $632K | Hold |
2,484
| – | – | 0.11% | 156 |
|
|
2021
Q4 | $662K | Hold |
2,484
| – | – | 0.12% | 143 |
|
|
2021
Q3 | $614K | Buy |
2,484
+1,584
| +176% | +$392K | 0.12% | 146 |
|
|
2021
Q2 | $222K | Sell |
900
-1,620
| -64% | -$400K | 0.04% | 276 |
|
|
2021
Q1 | $576K | Buy |
2,520
+1,535
| +156% | +$351K | 0.13% | 140 |
|
|
2020
Q4 | $220K | Buy |
+985
| New | +$220K | 0.05% | 211 |
|