Insigneo Advisory Services’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
Q4 | – | Sell |
-804
| Closed | -$227K | – | 690 |
|
|
2024
Q3 | $227K | Sell |
804
-11
| -1% | -$3.1K | 0.02% | 521 |
|
|
2024
Q2 | $219K | Sell |
815
-80
| -9% | -$21.5K | 0.02% | 484 |
|
|
2024
Q1 | $242K | Sell |
895
-180
| -17% | -$48.7K | 0.03% | 431 |
|
|
2023
Q4 | $270K | Sell |
1,075
-178
| -14% | -$44.6K | 0.04% | 352 |
|
|
2023
Q3 | $296K | Sell |
1,253
-2,400
| -66% | -$566K | 0.06% | 288 |
|
|
2023
Q2 | $898K | Buy |
3,653
+2,130
| +140% | +$523K | 0.17% | 122 |
|
|
2023
Q1 | $363K | Sell |
1,523
-204
| -12% | -$48.6K | 0.12% | 181 |
|
|
2022
Q4 | $428K | Buy |
+1,727
| New | +$428K | 0.16% | 142 |
|