Gladstone Institutional Advisory’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 | $2.76M | Buy |
11,122
+293
| +3% | +$72.8K | 0.11% | 193 |
|
|
2025
Q1 | $2.87M | Buy |
10,829
+29
| +0.3% | +$7.68K | 0.13% | 169 |
|
|
2024
Q4 | $2.74M | Sell |
10,800
-805
| -7% | -$204K | 0.13% | 180 |
|
|
2024
Q3 | $3.27M | Sell |
11,605
-202
| -2% | -$57K | 0.16% | 153 |
|
|
2024
Q2 | $3.14M | Sell |
11,807
-132
| -1% | -$35.1K | 0.16% | 158 |
|
|
2024
Q1 | $3.23M | Sell |
11,939
-1,254
| -10% | -$339K | 0.18% | 153 |
|
|
2023
Q4 | $3.31M | Sell |
13,193
-233
| -2% | -$58.4K | 0.19% | 142 |
|
|
2023
Q3 | $3.16M | Buy |
13,426
+829
| +7% | +$195K | 0.2% | 126 |
|
|
2023
Q2 | $3.08M | Buy |
12,597
+684
| +6% | +$167K | 0.19% | 140 |
|
|
2023
Q1 | $2.84M | Buy |
11,913
+526
| +5% | +$125K | 0.18% | 159 |
|
|
2022
Q4 | $2.82M | Sell |
11,387
-41
| -0.4% | -$10.2K | 0.2% | 145 |
|
|
2022
Q3 | $2.56M | Buy |
11,428
+1,049
| +10% | +$235K | 0.2% | 129 |
|
|
2022
Q2 | $2.44M | Sell |
10,379
-133
| -1% | -$31.3K | 0.19% | 134 |
|
|
2022
Q1 | $2.67M | Buy |
10,512
+683
| +7% | +$174K | 0.18% | 152 |
|
|
2021
Q4 | $2.62M | Buy |
9,829
+8,853
| +907% | +$2.36M | 0.2% | 137 |
|
|
2021
Q3 | $241K | Hold |
976
| – | – | 0.02% | 475 |
|
|
2021
Q2 | $241K | Buy |
+976
| New | +$241K | 0.03% | 447 |
|
|
2020
Q2 | – | Sell |
-1,725
| Closed | -$287K | – | 303 |
|
|
2020
Q1 | $287K | Buy |
1,725
+600
| +53% | +$99.8K | 0.07% | 195 |
|
|
2019
Q4 | $216K | Sell |
1,125
-1,049
| -48% | -$201K | 0.05% | 251 |
|
|
2019
Q3 | $365K | Buy |
2,174
+244
| +13% | +$41K | 0.09% | 178 |
|
|
2019
Q2 | $336K | Sell |
1,930
-3,432
| -64% | -$597K | 0.1% | 184 |
|
|
2019
Q1 | $925K | Sell |
5,362
-335
| -6% | -$57.8K | 0.34% | 64 |
|
|
2018
Q4 | $915K | Buy |
+5,697
| New | +$915K | 0.53% | 43 |
|