Klingman & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-837
| Closed | -$111K | – | 315 |
|
|
2016
Q3 | $111K | Hold |
837
| – | – | 0.03% | 130 |
|
|
2016
Q2 | $109K | Hold |
837
| – | – | 0.04% | 131 |
|
|
2016
Q1 | $103K | Hold |
837
| – | – | 0.04% | 137 |
|
|
2015
Q4 | $111K | Hold |
837
| – | – | 0.04% | 147 |
|
|
2015
Q3 | $102K | Hold |
837
| – | – | 0.04% | 159 |
|
|
2015
Q2 | $117K | Hold |
837
| – | – | 0.05% | 124 |
|
|
2015
Q1 | $113K | Buy |
+837
| New | +$113K | 0.05% | 120 |
|