L.J. Altfest & Co’s Vanguard Health Care ETF VHT Stock Holding History

L.J. Altfest & Co’s Portfolio VHT Stock Details VHT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$14.6M	Buy	58,812 +3,517	+6%	+$873K	1.72%	13
2025 Q1	$14.6M	Buy	55,295 +52,128	+1,646%	+$13.8M	1.84%	17
2024 Q4	$803K	Sell	3,167 -46,715	-94%	-$11.9M	0.1%	137
2024 Q3	$14.1M	Buy	49,882 +45,153	+955%	+$12.7M	1.87%	18
2024 Q2	$1.26M	Buy	4,729 +373	+9%	+$99.2K	0.17%	93
2024 Q1	$1.18M	Sell	4,356 -128	-3%	-$34.6K	0.17%	102
2023 Q4	$1.12M	Buy	4,484 +258	+6%	+$64.7K	0.16%	109
2023 Q3	$994K	Buy	4,226 +8	+0.2%	+$1.88K	0.16%	112
2023 Q2	$1.03M	Hold	4,218	–	–	0.16%	105
2023 Q1	$1.01M	Sell	4,218 -271	-6%	-$64.6K	0.16%	96
2022 Q4	$1.11M	Sell	4,489 -164	-4%	-$40.7K	0.18%	85
2022 Q3	$1.04M	Sell	4,653 -29	-0.6%	-$6.49K	0.2%	77
2022 Q2	$1.1M	Buy	4,682 +94	+2%	+$22.1K	0.2%	78
2022 Q1	$1.17M	Buy	4,588 +9	+0.2%	+$2.29K	0.21%	77
2021 Q4	$1.22M	Sell	4,579 -4	-0.1%	-$1.07K	0.23%	83
2021 Q3	$1.13M	Hold	4,583	–	–	0.24%	74
2021 Q2	$1.13M	Buy	4,583 +18	+0.4%	+$4.45K	0.24%	73
2021 Q1	$1.04M	Sell	4,565 -396	-8%	-$90.6K	0.25%	79
2020 Q4	$1.11M	Buy	4,961 +622	+14%	+$139K	0.27%	70
2020 Q3	$885K	Buy	4,339 +10	+0.2%	+$2.04K	0.24%	76
2020 Q2	$834K	Sell	4,329 -949	-18%	-$183K	0.24%	73
2020 Q1	$877K	Sell	5,278 -516	-9%	-$85.7K	0.27%	64
2019 Q4	$1.11M	Sell	5,794 -380	-6%	-$72.9K	0.28%	55
2019 Q3	$1.04M	Sell	6,174 -805	-12%	-$135K	0.27%	58
2019 Q2	$1.21M	Buy	6,979 +179	+3%	+$31.1K	0.32%	49
2019 Q1	$1.17M	Sell	6,800 -10,126	-60%	-$1.75M	0.29%	52
2018 Q4	$2.72M	Buy	16,926 +6,338	+60%	+$1.02M	0.76%	20
2018 Q3	$1.91M	Sell	10,588 -42	-0.4%	-$7.58K	0.56%	31
2018 Q2	$1.69M	Buy	+10,630	New	+$1.69M	0.63%	28
2017 Q4	–	Sell	-4,415	Closed	-$672K	–	160
2017 Q3	$672K	Sell	4,415 -104	-2%	-$15.8K	0.33%	79
2017 Q2	$666K	Buy	+4,519	New	+$666K	0.4%	74