Heritage Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-607
| Closed | -$97K | – | 413 |
|
|
2018
Q4 | $97K | Sell |
607
-87
| -13% | -$13.9K | 0.04% | 164 |
|
|
2018
Q3 | $125K | Hold |
694
| – | – | 0.04% | 152 |
|
|
2018
Q2 | $110K | Hold |
694
| – | – | 0.04% | 152 |
|
|
2018
Q1 | $107K | Buy |
694
+100
| +17% | +$15.4K | 0.04% | 152 |
|
|
2017
Q4 | $92K | Hold |
594
| – | – | 0.03% | 151 |
|
|
2017
Q3 | $90K | Buy |
+594
| New | +$90K | 0.03% | 154 |
|