Golden State Wealth 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 | $177K | Sell |
712
-122
| -15% | -$30.3K | 0.02% | 379 |
|
|
2025
Q1 | $221K | Sell |
834
-101
| -11% | -$26.7K | 0.03% | 325 |
|
|
2024
Q4 | $237K | Buy |
+935
| New | +$237K | 0.04% | 295 |
|
|
2022
Q1 | $208K | Buy |
+817
| New | +$208K | 0.04% | 291 |
|
|
2020
Q2 | – | Sell |
-961
| Closed | -$160K | – | 870 |
|
|
2020
Q1 | $160K | Buy |
+961
| New | +$160K | 0.07% | 185 |
|
|
2019
Q4 | – | Sell |
-1,219
| Closed | -$204K | – | 900 |
|
|
2019
Q3 | $204K | Buy |
1,219
+1
| +0.1% | +$167 | 0.07% | 201 |
|
|
2019
Q2 | $211K | Sell |
1,218
-1,104
| -48% | -$191K | 0.07% | 217 |
|
|
2019
Q1 | $401K | Buy |
+2,322
| New | +$401K | 0.13% | 137 |
|