Kelleher Financial 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
$620K Sell
2,498
-406
-14% -$101K 0.22% 65
2025
Q1
$769K Hold
2,904
0.31% 51
2024
Q4
$737K Buy
2,904
+160
+6% +$40.6K 0.28% 49
2024
Q3
$774K Buy
2,744
+1,048
+62% +$296K 0.3% 52
2024
Q2
$451K Buy
+1,696
New +$451K 0.19% 75