Heritage 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 | $313K | Hold |
1,262
| – | – | 0.01% | 168 |
|
|
2025
Q1 | $334K | Hold |
1,262
| – | – | 0.02% | 158 |
|
|
2024
Q4 | $320K | Hold |
1,262
| – | – | 0.02% | 162 |
|
|
2024
Q3 | $356K | Hold |
1,262
| – | – | 0.02% | 165 |
|
|
2024
Q2 | $336K | Hold |
1,262
| – | – | 0.02% | 161 |
|
|
2024
Q1 | $341K | Hold |
1,262
| – | – | 0.02% | 170 |
|
|
2023
Q4 | $316K | Sell |
1,262
-54
| -4% | -$13.5K | 0.02% | 175 |
|
|
2023
Q3 | $309K | Hold |
1,316
| – | – | 0.02% | 165 |
|
|
2023
Q2 | $322K | Hold |
1,316
| – | – | 0.02% | 168 |
|
|
2023
Q1 | $314K | Hold |
1,316
| – | – | 0.02% | 169 |
|
|
2022
Q4 | $327K | Hold |
1,316
| – | – | 0.02% | 161 |
|
|
2022
Q3 | $294K | Sell |
1,316
-107
| -8% | -$23.9K | 0.02% | 163 |
|
|
2022
Q2 | $335K | Hold |
1,423
| – | – | 0.02% | 149 |
|
|
2022
Q1 | $362K | Hold |
1,423
| – | – | 0.02% | 146 |
|
|
2021
Q4 | $379K | Hold |
1,423
| – | – | 0.02% | 151 |
|
|
2021
Q3 | $352K | Hold |
1,423
| – | – | 0.02% | 152 |
|
|
2021
Q2 | $352K | Hold |
1,423
| – | – | 0.02% | 156 |
|
|
2021
Q1 | $326K | Buy |
1,423
+550
| +63% | +$126K | 0.02% | 171 |
|
|
2020
Q4 | $195K | Buy |
873
+203
| +30% | +$45.3K | 0.01% | 199 |
|
|
2020
Q3 | $137K | Buy |
670
+1
| +0.1% | +$204 | 0.02% | 179 |
|
|
2020
Q2 | $129K | Buy |
669
+2
| +0.3% | +$385 | 0.02% | 175 |
|
|
2020
Q1 | $111K | Buy |
667
+2
| +0.3% | +$332 | 0.02% | 183 |
|
|
2019
Q4 | $128K | Buy |
665
+165
| +33% | +$31.7K | 0.02% | 209 |
|
|
2019
Q3 | $83K | Sell |
500
-302
| -38% | -$50.1K | 0.01% | 228 |
|
|
2019
Q2 | $139K | Buy |
+802
| New | +$139K | 0.02% | 171 |
|