Kellett Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $206K | Sell |
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|
2025
Q1 | $251K | Buy |
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|
2024
Q4 | $234K | Sell |
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|
2024
Q3 | $311K | Hold |
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|
2024
Q2 | $293K | Sell |
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|
2024
Q1 | $636K | Sell |
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|
2023
Q4 | $611K | Buy |
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|
2023
Q3 | $546K | Buy |
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|
2023
Q2 | $544K | Sell |
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|
2023
Q1 | $566K | Sell |
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|
2022
Q4 | $648K | Hold |
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|
2022
Q3 | $635K | Sell |
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|
2022
Q2 | $663K | Sell |
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|
2022
Q1 | $792K | Buy |
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|
2021
Q4 | $814K | Buy |
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