IFP 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 | $4.5M | Buy |
18,077
+690
| +4% | +$172K | 0.13% | 179 |
|
2025
Q1 | $4.61M | Buy |
17,387
+12,801
| +279% | +$3.4M | 0.14% | 159 |
|
2024
Q4 | $1.16M | Buy |
4,586
+1,834
| +67% | +$465K | 0.04% | 489 |
|
2024
Q3 | $777K | Sell |
2,752
-643
| -19% | -$181K | 0.03% | 543 |
|
2024
Q2 | $903K | Buy |
3,395
+200
| +6% | +$53.2K | 0.04% | 469 |
|
2024
Q1 | $864K | Buy |
3,195
+896
| +39% | +$242K | 0.04% | 440 |
|
2023
Q4 | $576K | Sell |
2,299
-377
| -14% | -$94.5K | 0.03% | 539 |
|
2023
Q3 | $629K | Sell |
2,676
-2,825
| -51% | -$664K | 0.03% | 514 |
|
2023
Q2 | $1.35M | Sell |
5,501
-2,978
| -35% | -$729K | 0.06% | 349 |
|
2023
Q1 | $1.35M | Sell |
8,479
-15,187
| -64% | -$2.41M | 0.06% | 311 |
|
2022
Q4 | $3.76M | Buy |
23,666
+927
| +4% | +$147K | 0.1% | 193 |
|
2022
Q3 | $3.62M | Buy |
22,739
+16,792
| +282% | +$2.67M | 0.09% | 231 |
|
2022
Q2 | $945K | Hold |
5,947
| – | – | 0.03% | 603 |
|
2022
Q1 | $945K | Buy |
5,947
+3,169
| +114% | +$504K | 0.03% | 603 |
|
2021
Q4 | $739K | Buy |
2,778
+312
| +13% | +$83K | 0.01% | 469 |
|
2021
Q3 | $611K | Sell |
2,466
-1,087
| -31% | -$269K | 0.01% | 509 |
|
2021
Q2 | $879K | Sell |
3,553
-1,569
| -31% | -$388K | 0.02% | 404 |
|
2021
Q1 | $1.17M | Buy |
5,122
+883
| +21% | +$202K | 0.02% | 335 |
|
2020
Q4 | $945K | Sell |
4,239
-121
| -3% | -$27K | 0.04% | 364 |
|
2020
Q3 | $886K | Sell |
4,360
-494
| -10% | -$100K | 0.05% | 315 |
|
2020
Q2 | $921K | Buy |
4,854
+398
| +9% | +$75.5K | 0.07% | 286 |
|
2020
Q1 | $726K | Sell |
4,456
-176
| -4% | -$28.7K | 0.07% | 275 |
|
2019
Q4 | $894K | Sell |
4,632
-107
| -2% | -$20.7K | 0.07% | 309 |
|
2019
Q3 | $788K | Buy |
+4,739
| New | +$788K | 0.05% | 367 |
|
2019
Q1 | $2.66M | Sell |
15,396
-6,042
| -28% | -$1.04M | 0.36% | 57 |
|
2018
Q4 | $3.39M | Sell |
21,438
-1,852
| -8% | -$293K | 0.21% | 113 |
|
2018
Q3 | $4.2M | Sell |
23,290
-6,642
| -22% | -$1.2M | 0.17% | 135 |
|
2018
Q2 | $4.76M | Sell |
29,932
-5,178
| -15% | -$824K | 0.2% | 114 |
|
2018
Q1 | $5.41M | Hold |
35,110
| – | – | 0.25% | 87 |
|
2017
Q4 | $5.41M | Sell |
35,110
-555
| -2% | -$85.6K | 0.25% | 86 |
|
2017
Q3 | $5.43M | Buy |
35,665
+606
| +2% | +$92.3K | 0.22% | 103 |
|
2017
Q2 | $5.17M | Buy |
35,059
+1,953
| +6% | +$288K | 0.22% | 100 |
|
2017
Q1 | $4.56M | Buy |
33,106
+6,068
| +22% | +$836K | 0.2% | 111 |
|
2016
Q4 | $3.43M | Buy |
27,038
+12,392
| +85% | +$1.57M | 0.17% | 139 |
|
2016
Q3 | $1.95M | Sell |
14,646
-301
| -2% | -$40K | 0.1% | 224 |
|
2016
Q2 | $1.95M | Sell |
14,947
-449
| -3% | -$58.6K | 0.11% | 213 |
|
2016
Q1 | $2.66M | Buy |
15,396
+6,599
| +75% | +$1.14M | 0.36% | 57 |
|
2015
Q4 | $1.17M | Buy |
+8,797
| New | +$1.17M | 0.08% | 270 |
|