Kovitz Investment Group 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 | $1.24M | Buy |
4,981
+21
| +0.4% | +$5.22K | 0.01% | 747 |
|
|
2025
Q1 | $1.31M | Sell |
4,960
-130
| -3% | -$34.4K | 0.01% | 670 |
|
|
2024
Q4 | $1.29M | Sell |
5,090
-360
| -7% | -$91.3K | 0.01% | 662 |
|
|
2024
Q3 | $1.32M | Buy |
5,450
+3,834
| +237% | +$932K | 0.01% | 562 |
|
|
2024
Q2 | $430K | Buy |
+1,616
| New | +$430K | ﹤0.01% | 672 |
|
|
2023
Q2 | – | Sell |
-19,613
| Closed | -$4.68M | – | 438 |
|
|
2023
Q1 | $4.68M | Buy |
19,613
+26
| +0.1% | +$6.2K | 0.08% | 156 |
|
|
2022
Q4 | $4.86M | Buy |
19,587
+926
| +5% | +$230K | 0.1% | 160 |
|
|
2022
Q3 | $4.18M | Buy |
18,661
+41
| +0.2% | +$9.17K | 0.1% | 160 |
|
|
2022
Q2 | $4.39M | Sell |
18,620
-17
| -0.1% | -$4K | 0.1% | 167 |
|
|
2022
Q1 | $4.74M | Sell |
18,637
-322
| -2% | -$81.9K | 0.09% | 168 |
|
|
2021
Q4 | $4.24M | Buy |
18,959
+189
| +1% | +$42.3K | 0.1% | 141 |
|
|
2021
Q3 | $4.64M | Buy |
18,770
+13
| +0.1% | +$3.21K | 0.09% | 151 |
|
|
2021
Q2 | $4.64M | Sell |
18,757
-102
| -0.5% | -$25.2K | 0.09% | 160 |
|
|
2021
Q1 | $4.31M | Sell |
18,859
-100
| -0.5% | -$22.9K | 0.1% | 144 |
|
|
2020
Q4 | $4.24M | Sell |
18,959
-320
| -2% | -$71.6K | 0.1% | 136 |
|
|
2020
Q3 | $3.93M | Buy |
19,279
+11
| +0.1% | +$2.24K | 0.11% | 128 |
|
|
2020
Q2 | $3.71M | Buy |
19,268
+3,557
| +23% | +$685K | 0.11% | 128 |
|
|
2020
Q1 | $2.61M | Buy |
15,711
+14,383
| +1,083% | +$2.39M | 0.09% | 145 |
|
|
2019
Q4 | $255K | Buy |
1,328
+20
| +2% | +$3.84K | 0.01% | 349 |
|
|
2019
Q3 | $219K | Buy |
1,308
+12
| +0.9% | +$2.01K | 0.01% | 347 |
|
|
2019
Q2 | $225K | Buy |
+1,296
| New | +$225K | 0.01% | 335 |
|