GeoWealth Management’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 | $4.72K | Buy |
19
+2
| +12% | +$497 | ﹤0.01% | 1150 |
|
|
2025
Q1 | $4.5K | Sell |
17
-1,402
| -99% | -$371K | ﹤0.01% | 1018 |
|
|
2024
Q4 | $360K | Buy |
1,419
+93
| +7% | +$23.6K | 0.01% | 568 |
|
|
2024
Q3 | $374K | Buy |
+1,326
| New | +$374K | 0.01% | 536 |
|
|
2022
Q2 | – | Sell |
-581
| Closed | -$148K | – | 401 |
|
|
2022
Q1 | $148K | Buy |
581
+141
| +32% | +$35.9K | 0.01% | 309 |
|
|
2021
Q4 | $117K | Buy |
440
+275
| +167% | +$73.1K | 0.01% | 300 |
|
|
2021
Q3 | $41K | Buy |
+165
| New | +$41K | ﹤0.01% | 339 |
|
|
2020
Q4 | – | Sell |
-4,679
| Closed | -$951K | – | 222 |
|
|
2020
Q3 | $951K | Buy |
+4,679
| New | +$951K | 0.29% | 81 |
|