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Inspirion Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Inspirion Wealth Advisors’s Portfolio VHT Stock Details VHT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-919
Closed -$237K – 165
2024
Q4 		$237K Buy
919
+1
+0.1% +$258 0.03% 132
2024
Q3 		$259K Sell
918
-426
-32% -$120K 0.04% 129
2024
Q2 		$358K Buy
1,344
+207
+18% +$55.1K 0.05% 107
2024
Q1 		$308K Sell
1,137
-74
-6% -$20K 0.05% 118
2023
Q4 		$308K Sell
1,211
-1,234
-50% -$314K 0.06% 111
2023
Q3 		$575K Hold
2,445
– – 0.11% 79
2023
Q2 		$599K Hold
2,445
– – 0.11% 78
2023
Q1 		$583K Hold
2,445
– – 0.12% 76
2022
Q4 		$606K Buy
2,445
+629
+35% +$156K 0.13% 71
2022
Q3 		$406K Hold
1,816
– – 0.09% 81
2022
Q2 		$428K Sell
1,816
-6
-0.3% -$1.41K 0.09% 80
2022
Q1 		$463K Buy
1,822
+6
+0.3% +$1.53K 0.09% 73
2021
Q4 		$484K Buy
1,816
+458
+34% +$122K 0.1% 65
2021
Q3 		$336K Hold
1,358
– – 0.08% 72
2021
Q2 		$336K Hold
1,358
– – 0.08% 69
2021
Q1 		$311K Hold
1,358
– – 0.08% 72
2020
Q4 		$304K Hold
1,358
– – 0.09% 66
2020
Q3 		$277K Hold
1,358
– – 0.1% 68
2020
Q2 		$262K Hold
1,358
– – 0.1% 67
2020
Q1 		$226K Hold
1,358
– – 0.11% 62
2019
Q4 		$260K Sell
1,358
-600
-31% -$115K 0.09% 68
2019
Q3 		$328K Hold
1,958
– – 0.14% 56
2019
Q2 		$341K Hold
1,958
– – 0.15% 53
2019
Q1 		$338K Hold
1,958
– – 0.15% 53
2018
Q4 		$314K Hold
1,958
– – 0.16% 51
2018
Q3 		$353K Hold
1,958
– – 0.15% 53
2018
Q2 		$312K Hold
1,958
– – 0.15% 55
2018
Q1 		$301K Hold
1,958
– – 0.15% 53
2017
Q4 		$302K Hold
1,958
– – 0.15% 51
2017
Q3 		$298K Hold
1,958
– – 0.15% 52
2017
Q2 		$289K Hold
1,958
– – 0.16% 53
2017
Q1 		$270K Sell
1,958
-50
-2% -$6.9K 0.15% 54
2016
Q4 		$255K Sell
2,008
-250
-11% -$31.7K 0.16% 52
2016
Q3 		$300K Buy
2,258
+255
+13% +$33.9K 0.19% 49
2016
Q2 		$261K Hold
2,003
– – 0.17% 50
2016
Q1 		$247K Hold
2,003
– – 0.17% 50
2015
Q4 		$266K Sell
2,003
-100
-5% -$13.3K 0.2% 46
2015
Q3 		$258K Hold
2,103
– – 0.2% 46
2015
Q2 		$294K Buy
2,103
+50
+2% +$6.99K 0.22% 42
2015
Q1 		$278K Sell
2,053
-100
-5% -$13.5K 0.22% 42
2014
Q4 		$270K Buy
+2,153
New +$270K 0.25% 47