IFWM
Institute for Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $736K | Sell |
2,963
-3,748
| -56% | -$931K | 0.08% | 243 |
|
|
2025
Q1 | $1.78M | Buy |
6,711
+3,807
| +131% | +$1.01M | 0.23% | 103 |
|
|
2024
Q4 | $737K | Sell |
2,904
-3,413
| -54% | -$866K | 0.09% | 224 |
|
|
2024
Q3 | $1.78M | Buy |
6,317
+7
| +0.1% | +$1.98K | 0.23% | 101 |
|
|
2024
Q2 | $1.68M | Buy |
6,310
+308
| +5% | +$81.9K | 0.23% | 102 |
|
|
2024
Q1 | $1.62M | Buy |
6,002
+2,978
| +98% | +$806K | 0.21% | 106 |
|
|
2023
Q4 | $758K | Sell |
3,024
-3,086
| -51% | -$774K | 0.12% | 195 |
|
|
2023
Q3 | $1.44M | Buy |
6,110
+538
| +10% | +$126K | 0.26% | 91 |
|
|
2023
Q2 | $1.36M | Buy |
5,572
+2,369
| +74% | +$580K | 0.23% | 103 |
|
|
2023
Q1 | $764K | Sell |
3,203
-61
| -2% | -$14.5K | 0.15% | 174 |
|
|
2022
Q4 | $810K | Sell |
3,264
-122
| -4% | -$30.3K | 0.17% | 160 |
|
|
2022
Q3 | $757K | Sell |
3,386
-3,402
| -50% | -$761K | 0.17% | 163 |
|
|
2022
Q2 | $1.6M | Buy |
6,788
+345
| +5% | +$81.2K | 0.31% | 80 |
|
|
2022
Q1 | $1.64M | Buy |
6,443
+212
| +3% | +$53.9K | 0.27% | 93 |
|
|
2021
Q4 | $1.66M | Sell |
6,231
-249
| -4% | -$66.3K | 0.27% | 89 |
|
|
2021
Q3 | $1.6M | Buy |
6,480
+154
| +2% | +$38.1K | 0.28% | 92 |
|
|
2021
Q2 | $1.56M | Sell |
6,326
-2
| -0% | -$494 | 0.27% | 91 |
|
|
2021
Q1 | $1.45M | Buy |
6,328
+909
| +17% | +$208K | 0.28% | 93 |
|
|
2020
Q4 | $1.21M | Sell |
5,419
-273
| -5% | -$61.1K | 0.24% | 104 |
|
|
2020
Q3 | $1.16M | Sell |
5,692
-1,954
| -26% | -$399K | 0.27% | 97 |
|
|
2020
Q2 | $1.47M | Sell |
7,646
-509
| -6% | -$98.1K | 0.36% | 65 |
|
|
2020
Q1 | $1.35M | Sell |
8,155
-171
| -2% | -$28.4K | 0.42% | 53 |
|
|
2019
Q4 | $1.6M | Buy |
8,326
+3,824
| +85% | +$733K | 0.36% | 63 |
|
|
2019
Q3 | $755K | Sell |
4,502
-2,685
| -37% | -$450K | 0.19% | 154 |
|
|
2019
Q2 | $1.25M | Sell |
7,187
-2,927
| -29% | -$509K | 0.28% | 97 |
|
|
2019
Q1 | $1.75M | Sell |
10,114
-4,013
| -28% | -$694K | 0.38% | 56 |
|
|
2018
Q4 | $2.27M | Buy |
+14,127
| New | +$2.27M | 0.93% | 25 |
|
|
2018
Q2 | – | Sell |
-6,859
| Closed | -$1.06M | – | 245 |
|
|
2018
Q1 | $1.06M | Sell |
6,859
-11,521
| -63% | -$1.78M | 0.31% | 112 |
|
|
2017
Q4 | $2.91M | Buy |
18,380
+12,604
| +218% | +$1.99M | 0.67% | 31 |
|
|
2017
Q3 | $880K | Sell |
5,776
-5,714
| -50% | -$871K | 0.29% | 121 |
|
|
2017
Q2 | $1.69M | Buy |
+11,490
| New | +$1.69M | 0.46% | 50 |
|
|
2015
Q4 | $1.23M | Sell |
9,232
-260
| -3% | -$34.6K | 1.83% | 20 |
|
|
2015
Q3 | $1.16M | Buy |
+9,492
| New | +$1.16M | 2.21% | 21 |
|
|
2015
Q2 | – | Sell |
-1,742
| Closed | -$236K | – | 36 |
|
|
2015
Q1 | $236K | Buy |
+1,742
| New | +$236K | 0.26% | 30 |
|
|
2014
Q4 | – | Sell |
-1,338
| Closed | -$158K | – | 62 |
|
|
2014
Q3 | $158K | Sell |
1,338
-39
| -3% | -$4.61K | 0.15% | 30 |
|
|
2014
Q2 | $154K | Sell |
1,377
-352
| -20% | -$39.4K | 0.13% | 31 |
|
|
2014
Q1 | $185K | Sell |
1,729
-310
| -15% | -$33.2K | 0.16% | 37 |
|
|
2013
Q4 | $206K | Buy |
+2,039
| New | +$206K | 0.15% | 45 |
|