KCM Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.2M | Sell |
105,448
-3,058
| -3% | -$759K | 0.88% | 34 |
|
|
2025
Q1 | $28.7M | Buy |
108,506
+3,671
| +4% | +$972K | 1.03% | 31 |
|
|
2024
Q4 | $26.6M | Sell |
104,835
-422
| -0.4% | -$107K | 0.92% | 34 |
|
|
2024
Q3 | $29.7M | Buy |
105,257
+532
| +0.5% | +$150K | 1.01% | 31 |
|
|
2024
Q2 | $27.9M | Sell |
104,725
-444
| -0.4% | -$118K | 1% | 31 |
|
|
2024
Q1 | $28.5M | Buy |
105,169
+1,331
| +1% | +$360K | 1.05% | 30 |
|
|
2023
Q4 | $26M | Sell |
103,838
-3,074
| -3% | -$771K | 1.04% | 28 |
|
|
2023
Q3 | $25.1M | Buy |
106,912
+1,351
| +1% | +$318K | 1.08% | 25 |
|
|
2023
Q2 | $25.8M | Buy |
105,561
+2,391
| +2% | +$585K | 1.04% | 25 |
|
|
2023
Q1 | $24.6M | Buy |
103,170
+7,782
| +8% | +$1.86M | 1% | 27 |
|
|
2022
Q4 | $23.7M | Buy |
95,388
+5,587
| +6% | +$1.39M | 1.02% | 28 |
|
|
2022
Q3 | $20.1M | Buy |
89,801
+9,342
| +12% | +$2.09M | 0.93% | 32 |
|
|
2022
Q2 | $18.9M | Sell |
80,459
-622
| -0.8% | -$146K | 0.83% | 36 |
|
|
2022
Q1 | $20.6M | Buy |
81,081
+5,433
| +7% | +$1.38M | 0.76% | 42 |
|
|
2021
Q4 | $20.2M | Sell |
75,648
-322
| -0.4% | -$85.8K | 0.7% | 46 |
|
|
2021
Q3 | $18.8M | Buy |
75,970
+3,552
| +5% | +$878K | 0.75% | 44 |
|
|
2021
Q2 | $17.9M | Buy |
72,418
+1,322
| +2% | +$327K | 0.72% | 47 |
|
|
2021
Q1 | $16.3M | Buy |
71,096
+4,861
| +7% | +$1.11M | 0.72% | 46 |
|
|
2020
Q4 | $14.8M | Buy |
66,235
+18,663
| +39% | +$4.18M | 0.71% | 45 |
|
|
2020
Q3 | $9.71M | Sell |
47,572
-41,125
| -46% | -$8.39M | 0.54% | 54 |
|
|
2020
Q2 | $17.1M | Sell |
88,697
-691
| -0.8% | -$133K | 0.96% | 34 |
|
|
2020
Q1 | $14.8M | Buy |
89,388
+66,561
| +292% | +$11.1M | 1% | 35 |
|
|
2019
Q4 | $4.38M | Sell |
22,827
-11,996
| -34% | -$2.3M | 0.24% | 90 |
|
|
2019
Q3 | $5.84M | Buy |
34,823
+3,105
| +10% | +$521K | 0.34% | 79 |
|
|
2019
Q2 | $5.52M | Buy |
31,718
+7,385
| +30% | +$1.28M | 0.33% | 84 |
|
|
2019
Q1 | $4.2M | Buy |
24,333
+13,785
| +131% | +$2.38M | 0.27% | 90 |
|
|
2018
Q4 | $1.69M | Sell |
10,548
-20
| -0.2% | -$3.21K | 0.11% | 160 |
|
|
2018
Q3 | $1.91M | Buy |
10,568
+6,388
| +153% | +$1.15M | 0.11% | 163 |
|
|
2018
Q2 | $665K | Buy |
4,180
+500
| +14% | +$79.5K | 0.04% | 300 |
|
|
2018
Q1 | $565K | Buy |
3,680
+2,175
| +145% | +$334K | 0.03% | 335 |
|
|
2017
Q4 | $232K | Buy |
+1,505
| New | +$232K | 0.01% | 476 |
|
|
2017
Q3 | – | Sell |
-1,450
| Closed | -$214K | – | 537 |
|
|
2017
Q2 | $214K | Buy |
+1,450
| New | +$214K | 0.01% | 510 |
|
|
2016
Q3 | – | Sell |
-1,850
| Closed | -$241K | – | 543 |
|
|
2016
Q2 | $241K | Sell |
1,850
-200
| -10% | -$26.1K | 0.02% | 478 |
|
|
2016
Q1 | $253K | Hold |
2,050
| – | – | 0.02% | 453 |
|
|
2015
Q4 | $272K | Sell |
2,050
-80
| -4% | -$10.6K | 0.02% | 432 |
|
|
2015
Q3 | $261K | Sell |
2,130
-300
| -12% | -$36.8K | 0.02% | 443 |
|
|
2015
Q2 | $340K | Hold |
2,430
| – | – | 0.03% | 403 |
|
|
2015
Q1 | $329K | Sell |
2,430
-150
| -6% | -$20.3K | 0.03% | 408 |
|
|
2014
Q4 | $324K | Buy |
2,580
+80
| +3% | +$10K | 0.03% | 404 |
|
|
2014
Q3 | $292K | Hold |
2,500
| – | – | 0.03% | 416 |
|
|
2014
Q2 | $279K | Buy |
+2,500
| New | +$279K | 0.03% | 419 |
|