Jones Financial Companies’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 | $13.7M | Buy |
55,414
+19,140
| +53% | +$4.73M | 0.01% | 317 |
|
|
2025
Q1 | $9.54M | Buy |
36,274
+7,670
| +27% | +$2.02M | 0.01% | 322 |
|
|
2024
Q4 | $7.26M | Buy |
28,604
+12,723
| +80% | +$3.23M | 0.01% | 305 |
|
|
2024
Q3 | $4.46M | Buy |
15,881
+7,239
| +84% | +$2.03M | ﹤0.01% | 312 |
|
|
2024
Q2 | $2.3M | Buy |
8,642
+2,354
| +37% | +$626K | ﹤0.01% | 293 |
|
|
2024
Q1 | $1.7M | Buy |
6,288
+505
| +9% | +$137K | ﹤0.01% | 210 |
|
|
2023
Q4 | $1.45M | Buy |
5,783
+4,044
| +233% | +$1.01M | ﹤0.01% | 183 |
|
|
2023
Q3 | $409K | Sell |
1,739
-154
| -8% | -$36.2K | ﹤0.01% | 224 |
|
|
2023
Q2 | $463K | Sell |
1,893
-691
| -27% | -$169K | ﹤0.01% | 220 |
|
|
2023
Q1 | $616K | Buy |
2,584
+2,258
| +693% | +$538K | ﹤0.01% | 205 |
|
|
2022
Q4 | $81K | Hold |
326
| – | – | ﹤0.01% | 313 |
|
|
2022
Q3 | $73K | Hold |
326
| – | – | ﹤0.01% | 305 |
|
|
2022
Q2 | $77K | Hold |
326
| – | – | ﹤0.01% | 310 |
|
|
2022
Q1 | $83K | Buy |
326
+73
| +29% | +$18.6K | ﹤0.01% | 316 |
|
|
2021
Q4 | $67K | Hold |
253
| – | – | ﹤0.01% | 334 |
|
|
2021
Q3 | $63K | Hold |
253
| – | – | ﹤0.01% | 305 |
|
|
2021
Q2 | $63K | Buy |
253
+100
| +65% | +$24.9K | ﹤0.01% | 299 |
|
|
2021
Q1 | $35K | Buy |
153
+127
| +488% | +$29.1K | ﹤0.01% | 400 |
|
|
2020
Q4 | $6K | Buy |
+26
| New | +$6K | ﹤0.01% | 487 |
|