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