HCR Wealth 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 | $468K | Sell |
1,883
-366
| -16% | -$90.9K | 0.06% | 146 |
|
|
2025
Q1 | $595K | Sell |
2,249
-372
| -14% | -$98.5K | 0.08% | 127 |
|
|
2024
Q4 | $665K | Buy |
2,621
+187
| +8% | +$47.5K | 0.08% | 117 |
|
|
2024
Q3 | $687K | Sell |
2,434
-90
| -4% | -$25.4K | 0.09% | 120 |
|
|
2024
Q2 | $672K | Buy |
2,524
+115
| +5% | +$30.6K | 0.1% | 114 |
|
|
2024
Q1 | $652K | Buy |
2,409
+1
| +0% | +$271 | 0.1% | 115 |
|
|
2023
Q4 | $604K | Sell |
2,408
-137
| -5% | -$34.4K | 0.1% | 110 |
|
|
2023
Q3 | $598K | Sell |
2,545
-398
| -14% | -$93.6K | 0.13% | 95 |
|
|
2023
Q2 | $721K | Hold |
2,943
| – | – | 0.13% | 93 |
|
|
2023
Q1 | $702K | Hold |
2,943
| – | – | 0.14% | 96 |
|
|
2022
Q4 | $730K | Buy |
2,943
+4
| +0.1% | +$992 | 0.15% | 92 |
|
|
2022
Q3 | $659K | Buy |
2,939
+5
| +0.2% | +$1.12K | 0.14% | 96 |
|
|
2022
Q2 | $691K | Sell |
2,934
-50
| -2% | -$11.8K | 0.14% | 98 |
|
|
2022
Q1 | $759K | Sell |
2,984
-23,246
| -89% | -$5.91M | 0.12% | 106 |
|
|
2021
Q4 | $6.99M | Sell |
26,230
-24,075
| -48% | -$6.41M | 1.08% | 12 |
|
|
2021
Q3 | $12.4M | Buy |
50,305
+160
| +0.3% | +$39.5K | 2.07% | 9 |
|
|
2021
Q2 | $12.4M | Sell |
50,145
-386
| -0.8% | -$95.4K | 2.15% | 9 |
|
|
2021
Q1 | $11.6M | Buy |
50,531
+49,361
| +4,219% | +$11.3M | 2.29% | 7 |
|
|
2020
Q4 | $262K | Buy |
1,170
+75
| +7% | +$16.8K | 0.05% | 156 |
|
|
2020
Q3 | $224K | Buy |
+1,095
| New | +$224K | 0.05% | 150 |
|