Keystone Financial Group (Kentucky)’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 | $275K | Hold |
1,108
| – | – | 0.02% | 339 |
|
|
2025
Q1 | $293K | Sell |
1,108
-67
| -6% | -$17.7K | 0.03% | 297 |
|
|
2024
Q4 | $298K | Buy |
1,175
+1
| +0.1% | +$254 | 0.03% | 297 |
|
|
2024
Q3 | $331K | Buy |
+1,174
| New | +$331K | 0.04% | 265 |
|
|
2024
Q2 | – | Sell |
-1,174
| Closed | -$317K | – | 318 |
|
|
2024
Q1 | $317K | Sell |
1,174
-39
| -3% | -$10.5K | 0.05% | 249 |
|
|
2023
Q4 | $304K | Sell |
1,213
-140
| -10% | -$35.1K | 0.05% | 214 |
|
|
2023
Q3 | $318K | Buy |
1,353
+1
| +0.1% | +$235 | 0.05% | 211 |
|
|
2023
Q2 | $331K | Buy |
+1,352
| New | +$331K | 0.06% | 203 |
|
|
2022
Q4 | $333K | Sell |
1,341
-24
| -2% | -$5.96K | 0.07% | 194 |
|
|
2022
Q3 | $305K | Hold |
1,365
| – | – | 0.06% | 200 |
|
|
2022
Q2 | $322K | Hold |
1,365
| – | – | 0.06% | 196 |
|
|
2022
Q1 | $347K | Sell |
1,365
-46
| -3% | -$11.7K | 0.06% | 202 |
|
|
2021
Q4 | $376K | Buy |
1,411
+41
| +3% | +$10.9K | 0.06% | 203 |
|
|
2021
Q3 | $339K | Hold |
1,370
| – | – | 0.06% | 210 |
|
|
2021
Q2 | $339K | Hold |
1,370
| – | – | 0.06% | 205 |
|
|
2021
Q1 | $313K | Hold |
1,370
| – | – | 0.06% | 202 |
|
|
2020
Q4 | $306K | Buy |
1,370
+1
| +0.1% | +$223 | 0.06% | 192 |
|
|
2020
Q3 | $279K | Buy |
+1,369
| New | +$279K | 0.07% | 189 |
|
|
2018
Q2 | – | Sell |
-1,377
| Closed | -$206K | – | 181 |
|
|
2018
Q1 | $206K | Buy |
+1,377
| New | +$206K | 0.11% | 150 |
|