Halpern Financial’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $28K | Hold |
100
| – | – | 0.01% | 110 |
|
2024
Q2 | $26.6K | Hold |
100
| – | – | 0.01% | 113 |
|
2024
Q1 | $26.4K | Hold |
100
| – | – | 0.01% | 118 |
|
2023
Q4 | $25.4K | Hold |
100
| – | – | 0.01% | 128 |
|
2023
Q3 | $23.5K | Hold |
100
| – | – | 0.01% | 118 |
|
2023
Q2 | $24.5K | Sell |
100
-162
| -62% | -$39.7K | 0.01% | 109 |
|
2023
Q1 | $62.5K | Hold |
262
| – | – | 0.02% | 73 |
|
2022
Q4 | $65K | Hold |
262
| – | – | 0.02% | 74 |
|
2022
Q3 | $58.6K | Hold |
262
| – | – | 0.02% | 74 |
|
2022
Q2 | $61.7K | Hold |
262
| – | – | 0.02% | 80 |
|
2022
Q1 | $66.6K | Hold |
262
| – | – | 0.02% | 88 |
|
2021
Q4 | $69.8K | Hold |
262
| – | – | 0.03% | 70 |
|
2021
Q3 | $64.8K | Hold |
262
| – | – | 0.03% | 66 |
|
2021
Q2 | $64.7K | Buy |
262
+58
| +28% | +$14.3K | 0.03% | 63 |
|
2021
Q1 | $46.7K | Hold |
204
| – | – | 0.02% | 60 |
|
2020
Q4 | $45.6K | Hold |
204
| – | – | 0.02% | 56 |
|
2020
Q3 | $41.6K | Buy |
204
+54
| +36% | +$11K | 0.02% | 58 |
|
2020
Q2 | $28.9K | Hold |
150
| – | – | 0.02% | 60 |
|
2020
Q1 | $24.9K | Hold |
150
| – | – | 0.02% | 58 |
|
2019
Q4 | $28.8K | Buy |
+150
| New | +$28.8K | 0.02% | 72 |
|