GCA
Gradient Capital Advisors’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $694K | Sell |
2,795
-234
| -8% | -$58.1K | 0.21% | 83 |
|
|
2025
Q1 | $802K | Sell |
3,029
-136
| -4% | -$36K | 0.26% | 74 |
|
|
2024
Q4 | $803K | Sell |
3,165
-59
| -2% | -$15K | 0.26% | 70 |
|
|
2024
Q3 | $910K | Buy |
3,224
+6
| +0.2% | +$1.69K | 0.3% | 67 |
|
|
2024
Q2 | $856K | Sell |
3,218
-182
| -5% | -$48.4K | 0.31% | 68 |
|
|
2024
Q1 | $920K | Sell |
3,400
-87
| -2% | -$23.5K | 0.34% | 64 |
|
|
2023
Q4 | $874K | Sell |
3,487
-30
| -0.9% | -$7.52K | 0.33% | 68 |
|
|
2023
Q3 | $827K | Buy |
3,517
+7
| +0.2% | +$1.65K | 0.35% | 64 |
|
|
2023
Q2 | $859K | Buy |
3,510
+60
| +2% | +$14.7K | 0.34% | 64 |
|
|
2023
Q1 | $823K | Buy |
3,450
+15
| +0.4% | +$3.58K | 0.35% | 65 |
|
|
2022
Q4 | $852K | Buy |
3,435
+28
| +0.8% | +$6.95K | 0.39% | 61 |
|
|
2022
Q3 | $762K | Buy |
3,407
+416
| +14% | +$93K | 0.36% | 65 |
|
|
2022
Q2 | $704K | Buy |
2,991
+94
| +3% | +$22.1K | 0.34% | 65 |
|
|
2022
Q1 | $737K | Buy |
2,897
+5
| +0.2% | +$1.27K | 0.31% | 65 |
|
|
2021
Q4 | $771K | Buy |
2,892
+11
| +0.4% | +$2.93K | 0.32% | 66 |
|
|
2021
Q3 | $712K | Buy |
2,881
+40
| +1% | +$9.89K | 0.33% | 66 |
|
|
2021
Q2 | $702K | Sell |
2,841
-94
| -3% | -$23.2K | 0.33% | 66 |
|
|
2021
Q1 | $671K | Hold |
2,935
| – | – | 0.36% | 62 |
|
|
2020
Q4 | $657K | Buy |
2,935
+143
| +5% | +$32K | 0.37% | 59 |
|
|
2020
Q3 | $569K | Buy |
2,792
+535
| +24% | +$109K | 0.36% | 60 |
|
|
2020
Q2 | $435K | Buy |
2,257
+114
| +5% | +$22K | 0.29% | 67 |
|
|
2020
Q1 | $356K | Sell |
2,143
-51
| -2% | -$8.47K | 0.29% | 68 |
|
|
2019
Q4 | $421K | Sell |
2,194
-72
| -3% | -$13.8K | 0.29% | 69 |
|
|
2019
Q3 | $380K | Sell |
2,266
-30
| -1% | -$5.03K | 0.28% | 69 |
|
|
2019
Q2 | $399K | Sell |
2,296
-73
| -3% | -$12.7K | 0.31% | 63 |
|
|
2019
Q1 | $409K | Buy |
2,369
+14
| +0.6% | +$2.42K | 0.33% | 58 |
|
|
2018
Q4 | $378K | Buy |
2,355
+9
| +0.4% | +$1.45K | 0.33% | 57 |
|
|
2018
Q3 | $423K | Buy |
2,346
+15
| +0.6% | +$2.71K | 0.36% | 57 |
|
|
2018
Q2 | $371K | Hold |
2,331
| – | – | 0.34% | 59 |
|
|
2018
Q1 | $358K | Buy |
2,331
+69
| +3% | +$10.6K | 0.36% | 54 |
|
|
2017
Q4 | $349K | Buy |
+2,262
| New | +$349K | 0.36% | 54 |
|