Kelman-Lazarov Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-3,013
| Closed | -$479K | – | 106 |
|
|
2018
Q2 | $479K | Hold |
3,013
| – | – | 0.26% | 77 |
|
|
2018
Q1 | $463K | Hold |
3,013
| – | – | 0.25% | 82 |
|
|
2017
Q4 | $464K | Hold |
3,013
| – | – | 0.24% | 86 |
|
|
2017
Q3 | $459K | Hold |
3,013
| – | – | 0.24% | 86 |
|
|
2017
Q2 | $444K | Hold |
3,013
| – | – | 0.24% | 84 |
|
|
2017
Q1 | $415K | Hold |
3,013
| – | – | 0.27% | 81 |
|
|
2016
Q4 | $382K | Hold |
3,013
| – | – | 0.22% | 91 |
|
|
2016
Q3 | $399K | Hold |
3,013
| – | – | 0.23% | 90 |
|
|
2016
Q2 | $396K | Hold |
3,013
| – | – | 0.23% | 92 |
|
|
2016
Q1 | $376K | Buy |
+3,013
| New | +$376K | 0.22% | 95 |
|