Johanson Financial Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $1.56M | Sell |
5,863
-216
| -4% | -$57.5K | 0.48% | 45 |
|
2021
Q3 | $1.5M | Sell |
6,079
-297
| -5% | -$73.4K | 0.52% | 46 |
|
2021
Q2 | $1.59M | Sell |
6,376
-68
| -1% | -$16.9K | 0.54% | 44 |
|
2021
Q1 | $1.5M | Sell |
6,444
-46
| -0.7% | -$10.7K | 0.55% | 45 |
|
2020
Q4 | $1.45M | Sell |
6,490
-95
| -1% | -$21.3K | 0.59% | 40 |
|
2020
Q3 | $1.36M | Sell |
6,585
-32
| -0.5% | -$6.6K | 0.61% | 40 |
|
2020
Q2 | $1.28M | Buy |
6,617
+693
| +12% | +$134K | 0.64% | 37 |
|
2020
Q1 | $985K | Sell |
5,924
-1,413,840
| -100% | -$235M | 0.57% | 43 |
|
2019
Q4 | $7.4M | Buy |
1,419,764
+1,410,833
| +15,797% | +$7.36M | 0.35% | 50 |
|
2019
Q3 | $1.5M | Sell |
8,931
-1,370
| -13% | -$230K | 0.78% | 35 |
|
2019
Q2 | $1.8M | Sell |
10,301
-849
| -8% | -$148K | 0.96% | 34 |
|
2019
Q1 | $1.93M | Sell |
11,150
-41
| -0.4% | -$7.09K | 1.08% | 30 |
|
2018
Q4 | $1.8M | Sell |
11,191
-422
| -4% | -$67.7K | 1.21% | 27 |
|
2018
Q3 | $2.1M | Sell |
11,613
-185
| -2% | -$33.5K | 1.22% | 25 |
|
2018
Q2 | $1.87M | Sell |
11,798
-487
| -4% | -$77.3K | 1.19% | 26 |
|
2018
Q1 | $1.88M | Sell |
12,285
-668
| -5% | -$102K | 1.25% | 24 |
|
2017
Q4 | $1.99M | Buy |
12,953
+376
| +3% | +$57.9K | 1.32% | 23 |
|
2017
Q3 | $1.92M | Buy |
12,577
+46
| +0.4% | +$7.03K | 1.41% | 20 |
|
2017
Q2 | $1.85M | Sell |
12,531
-297
| -2% | -$43.8K | 1.51% | 19 |
|
2017
Q1 | $1.77M | Buy |
+12,828
| New | +$1.77M | 1.56% | 19 |
|
2016
Q4 | – | Sell |
-14,104
| Closed | -$1.87M | – | 65 |
|
2016
Q3 | $1.87M | Buy |
14,104
+1,010
| +8% | +$134K | 2.01% | 14 |
|
2016
Q2 | $1.71M | Buy |
13,094
+217
| +2% | +$28.3K | 2.01% | 13 |
|
2016
Q1 | $1.59M | Buy |
12,877
+98
| +0.8% | +$12.1K | 1.96% | 15 |
|
2015
Q4 | $1.69M | Buy |
+12,779
| New | +$1.69M | 2.21% | 14 |
|