JMG Financial Group’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 | – | Sell |
-783
| Closed | -$207K | – | 126 |
|
|
2025
Q1 | $207K | Buy |
+783
| New | +$207K | 0.01% | 116 |
|
|
2024
Q4 | – | Sell |
-973
| Closed | -$275K | – | 116 |
|
|
2024
Q3 | $275K | Sell |
973
-157
| -14% | -$44.3K | 0.01% | 109 |
|
|
2024
Q2 | $300K | Buy |
1,130
+194
| +21% | +$51.6K | 0.01% | 103 |
|
|
2024
Q1 | $253K | Hold |
936
| – | – | 0.01% | 111 |
|
|
2023
Q4 | $235K | Buy |
+936
| New | +$235K | 0.01% | 113 |
|
|
2023
Q3 | – | Sell |
-828
| Closed | -$203K | – | 114 |
|
|
2023
Q2 | $203K | Sell |
828
-150
| -15% | -$36.8K | 0.01% | 109 |
|
|
2023
Q1 | $233K | Sell |
978
-1,263
| -56% | -$301K | 0.01% | 102 |
|
|
2022
Q4 | $556K | Sell |
2,241
-119
| -5% | -$29.5K | 0.03% | 71 |
|
|
2022
Q3 | $528K | Hold |
2,360
| – | – | 0.03% | 69 |
|
|
2022
Q2 | $556K | Buy |
+2,360
| New | +$556K | 0.03% | 67 |
|