Joule Financial’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
$2.62M Buy
10,534
+407
+4% +$101K 0.85% 20
2025
Q1
$2.68M Buy
10,127
+943
+10% +$250K 0.94% 18
2024
Q4
$2.33M Buy
9,184
+577
+7% +$146K 0.82% 21
2024
Q3
$2.44M Buy
8,607
+1,697
+25% +$481K 0.89% 17
2024
Q2
$1.84M Buy
6,910
+1,947
+39% +$520K 0.75% 20
2024
Q1
$1.34M Sell
4,963
-410
-8% -$111K 0.55% 25
2023
Q4
$1.35M Buy
5,373
+56
+1% +$14K 0.63% 22
2023
Q3
$1.25M Sell
5,317
-2,723
-34% -$643K 0.64% 21
2023
Q2
$1.98M Buy
8,040
+115
+1% +$28.3K 1.02% 12
2023
Q1
$1.89M Sell
7,925
-7,238
-48% -$1.73M 1.01% 14
2022
Q4
$3.76M Sell
15,163
-1,200
-7% -$298K 2.49% 16
2022
Q3
$3.66M Buy
16,363
+241
+1% +$53.9K 2.75% 14
2022
Q2
$3.8M Buy
+16,122
New +$3.8M 2.96% 14