Kays Financial Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,308
| Closed | -$219K | – | 103 |
|
|
2019
Q3 | $219K | Hold |
1,308
| – | – | 0.04% | 100 |
|
|
2019
Q2 | $228K | Hold |
1,308
| – | – | 0.04% | 100 |
|
|
2019
Q1 | $226K | Buy |
+1,308
| New | +$226K | 0.04% | 100 |
|
|
2018
Q1 | – | Sell |
-1,443
| Closed | -$222K | – | 91 |
|
|
2017
Q4 | $222K | Hold |
1,443
| – | – | 0.06% | 80 |
|
|
2017
Q3 | $220K | Hold |
1,443
| – | – | 0.07% | 75 |
|
|
2017
Q2 | $213K | Sell |
1,443
-20
| -1% | -$2.95K | 0.07% | 68 |
|
|
2017
Q1 | $202K | Buy |
+1,463
| New | +$202K | 0.07% | 70 |
|