Kovitz Investment Group Partners’s Vanguard Health Care ETF VHT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.39M | Buy |
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|
2025
Q2 | $1.24M | Buy |
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|
2025
Q1 | $1.31M | Sell |
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|
2024
Q4 | $1.29M | Sell |
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|
2024
Q3 | $1.32M | Buy |
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|
2024
Q2 | $430K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $4.68M | Buy |
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|
2022
Q4 | $4.86M | Buy |
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|
2022
Q3 | $4.17M | Buy |
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|
2022
Q2 | $4.38M | Sell |
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|
2022
Q1 | $4.74M | Sell |
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|
2021
Q4 | $4.24M | Buy |
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|
2021
Q3 | $4.64M | Buy |
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|
2021
Q2 | $4.63M | Sell |
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|
2021
Q1 | $4.31M | Sell |
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|
2020
Q4 | $4.24M | Sell |
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|
2020
Q3 | $3.93M | Buy |
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|
2020
Q2 | $3.71M | Buy |
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|
2020
Q1 | $2.61M | Buy |
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|
2019
Q4 | $255K | Buy |
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|
2019
Q3 | $219K | Buy |
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|
2019
Q2 | $225K | Buy |
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