KMG Fiduciary Partners’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 | $343K | Buy |
1,380
+20
| +1% | +$4.97K | 0.03% | 251 |
|
|
2025
Q1 | $360K | Buy |
1,360
+207
| +18% | +$54.8K | 0.03% | 240 |
|
|
2024
Q4 | $293K | Sell |
1,153
-45
| -4% | -$11.4K | 0.02% | 245 |
|
|
2024
Q3 | $338K | Buy |
1,198
+22
| +2% | +$6.21K | 0.03% | 232 |
|
|
2024
Q2 | $313K | Buy |
1,176
+25
| +2% | +$6.65K | 0.03% | 209 |
|
|
2024
Q1 | $311K | Buy |
1,151
+6
| +0.5% | +$1.62K | 0.03% | 201 |
|
|
2023
Q4 | $287K | Buy |
1,145
+4
| +0.4% | +$1K | 0.03% | 206 |
|
|
2023
Q3 | $268K | Sell |
1,141
-15
| -1% | -$3.53K | 0.04% | 204 |
|
|
2023
Q2 | $283K | Sell |
1,156
-11
| -0.9% | -$2.69K | 0.04% | 204 |
|
|
2023
Q1 | $278K | Buy |
1,167
+1
| +0.1% | +$238 | 0.04% | 204 |
|
|
2022
Q4 | $289K | Buy |
1,166
+8
| +0.7% | +$1.98K | 0.05% | 204 |
|
|
2022
Q3 | $259K | Buy |
1,158
+30
| +3% | +$6.71K | 0.05% | 174 |
|
|
2022
Q2 | $266K | Buy |
1,128
+9
| +0.8% | +$2.12K | 0.05% | 180 |
|
|
2022
Q1 | $285K | Buy |
1,119
+2
| +0.2% | +$509 | 0.05% | 180 |
|
|
2021
Q4 | $298K | Buy |
1,117
+27
| +2% | +$7.2K | 0.05% | 171 |
|
|
2021
Q3 | $269K | Buy |
1,090
+97
| +10% | +$23.9K | 0.05% | 175 |
|
|
2021
Q2 | $245K | Buy |
+993
| New | +$245K | 0.04% | 183 |
|