Glass Jacobson Investment Advisors’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 | $369K | Buy |
1,486
+139
| +10% | +$34.5K | 0.14% | 138 |
|
|
2025
Q1 | $342K | Hold |
1,347
| – | – | 0.11% | 184 |
|
|
2024
Q4 | $342K | Buy |
1,347
+13
| +1% | +$3.3K | 0.11% | 184 |
|
|
2024
Q3 | $376K | Sell |
1,334
-112
| -8% | -$31.6K | 0.12% | 170 |
|
|
2024
Q2 | $385K | Buy |
1,446
+27
| +2% | +$7.18K | 0.14% | 160 |
|
|
2024
Q1 | $384K | Sell |
1,419
-25
| -2% | -$6.77K | 0.14% | 156 |
|
|
2023
Q4 | $362K | Buy |
1,444
+233
| +19% | +$58.4K | 0.15% | 154 |
|
|
2023
Q3 | $285K | Buy |
1,211
+41
| +4% | +$9.64K | 0.13% | 167 |
|
|
2023
Q2 | $286K | Buy |
+1,170
| New | +$286K | 0.13% | 168 |
|
|
2022
Q4 | $233K | Buy |
+940
| New | +$233K | 0.12% | 188 |
|