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 |
|