Kingswood Wealth 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 | $785K | Sell |
3,159
-2,937
| -48% | -$729K | 0.06% | 306 |
|
|
2025
Q1 | $1.61M | Buy |
6,096
+247
| +4% | +$65K | 0.15% | 165 |
|
|
2024
Q4 | $1.48M | Sell |
5,849
-846
| -13% | -$215K | 0.11% | 195 |
|
|
2024
Q3 | $1.89M | Buy |
6,695
+3,193
| +91% | +$899K | 0.13% | 176 |
|
|
2024
Q2 | $932K | Buy |
3,502
+271
| +8% | +$72.1K | 0.08% | 249 |
|
|
2024
Q1 | $874K | Sell |
3,231
-26
| -0.8% | -$7.04K | 0.1% | 227 |
|
|
2023
Q4 | $816K | Buy |
3,257
+2,210
| +211% | +$554K | 0.09% | 237 |
|
|
2023
Q3 | $473K | Sell |
1,047
-968
| -48% | -$438K | 0.08% | 258 |
|
|
2023
Q2 | $493K | Buy |
+2,015
| New | +$493K | 0.16% | 136 |
|