Jackson Grant Investment Advisers’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 | $93.4K | Hold |
376
| – | – | 0.03% | 149 |
|
2025
Q1 | $99.5K | Hold |
376
| – | – | 0.04% | 141 |
|
2024
Q4 | $95.4K | Buy |
+376
| New | +$95.4K | 0.04% | 145 |
|
2023
Q1 | – | Sell |
-268
| Closed | -$66.5K | – | 466 |
|
2022
Q4 | $66.5K | Sell |
268
-61
| -19% | -$15.1K | 0.03% | 161 |
|
2022
Q3 | $74K | Buy |
329
+1
| +0.3% | +$225 | 0.04% | 146 |
|
2022
Q2 | $77K | Hold |
328
| – | – | 0.04% | 147 |
|
2022
Q1 | $83K | Buy |
+328
| New | +$83K | 0.03% | 159 |
|
2021
Q4 | – | Sell |
-328
| Closed | -$81K | – | 324 |
|
2021
Q3 | $81K | Hold |
328
| – | – | 0.04% | 165 |
|
2021
Q2 | $81K | Hold |
328
| – | – | 0.04% | 162 |
|
2021
Q1 | $75K | Buy |
328
+266
| +429% | +$60.8K | 0.03% | 167 |
|
2020
Q4 | $14K | Buy |
+62
| New | +$14K | 0.01% | 295 |
|
2019
Q4 | – | Sell |
-247
| Closed | -$41K | – | 224 |
|
2019
Q3 | $41K | Hold |
247
| – | – | 0.02% | 160 |
|
2019
Q2 | $43K | Buy |
247
+1
| +0.4% | +$174 | 0.03% | 155 |
|
2019
Q1 | $42K | Buy |
246
+2
| +0.8% | +$341 | 0.03% | 150 |
|
2018
Q4 | $39K | Buy |
244
+1
| +0.4% | +$160 | 0.03% | 155 |
|
2018
Q3 | $44K | Buy |
243
+2
| +0.8% | +$362 | 0.03% | 154 |
|
2018
Q2 | $38K | Hold |
241
| – | – | 0.03% | 165 |
|
2018
Q1 | $37K | Hold |
241
| – | – | 0.03% | 162 |
|
2017
Q4 | $37K | Sell |
241
-269
| -53% | -$41.3K | 0.03% | 161 |
|
2017
Q3 | $78K | Buy |
510
+1
| +0.2% | +$153 | 0.06% | 124 |
|
2017
Q2 | $75K | Buy |
509
+2
| +0.4% | +$295 | 0.06% | 114 |
|
2017
Q1 | $70K | Hold |
507
| – | – | 0.06% | 113 |
|
2016
Q4 | $64K | Buy |
507
+2
| +0.4% | +$252 | 0.05% | 112 |
|
2016
Q3 | $67K | Buy |
+505
| New | +$67K | 0.06% | 105 |
|
2016
Q1 | – | Sell |
-485
| Closed | -$64K | – | 199 |
|
2015
Q4 | $64K | Buy |
+485
| New | +$64K | 0.06% | 96 |
|