L.J. Altfest & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.56M | Sell |
5,742
-1,228
| -18% | -$351K | 0.17% | 105 |
|
|
2025
Q4 | $2.01M | Sell |
6,970
-2,934
| -30% | -$820K | 0.22% | 83 |
|
|
2025
Q3 | $2.57M | Sell |
9,904
-48,908
| -83% | -$12.3M | 0.29% | 65 |
|
|
2025
Q2 | $14.6M | Buy |
58,812
+3,517
| +6% | +$869K | 1.72% | 13 |
|
|
2025
Q1 | $14.6M | Buy |
55,295
+52,128
| +1,646% | +$13.9M | 1.84% | 17 |
|
|
2024
Q4 | $803K | Sell |
3,167
-46,715
| -94% | -$12.6M | 0.1% | 137 |
|
|
2024
Q3 | $14.1M | Buy |
49,882
+45,153
| +955% | +$12.5M | 1.87% | 18 |
|
|
2024
Q2 | $1.26M | Buy |
4,729
+373
| +9% | +$97.8K | 0.17% | 93 |
|
|
2024
Q1 | $1.18M | Sell |
4,356
-128
| -3% | -$33.6K | 0.17% | 102 |
|
|
2023
Q4 | $1.12M | Buy |
4,484
+258
| +6% | +$61.1K | 0.16% | 109 |
|
|
2023
Q3 | $994K | Buy |
4,226
+8
| +0.2% | +$1.95K | 0.16% | 112 |
|
|
2023
Q2 | $1.03M | Hold |
4,218
| – | – | 0.16% | 105 |
|
|
2023
Q1 | $1.01M | Sell |
4,218
-271
| -6% | -$65.2K | 0.16% | 96 |
|
|
2022
Q4 | $1.11M | Sell |
4,489
-164
| -4% | -$39.8K | 0.18% | 85 |
|
|
2022
Q3 | $1.04M | Sell |
4,653
-29
| -0.6% | -$6.92K | 0.2% | 77 |
|
|
2022
Q2 | $1.1M | Buy |
4,682
+94
| +2% | +$22.7K | 0.2% | 78 |
|
|
2022
Q1 | $1.17M | Buy |
4,588
+9
| +0.2% | +$2.22K | 0.21% | 77 |
|
|
2021
Q4 | $1.22M | Sell |
4,579
-4
| -0.1% | -$1.02K | 0.23% | 83 |
|
|
2021
Q3 | $1.13M | Hold |
4,583
| – | – | 0.24% | 74 |
|
|
2021
Q2 | $1.13M | Buy |
4,583
+18
| +0.4% | +$4.3K | 0.24% | 73 |
|
|
2021
Q1 | $1.04M | Sell |
4,565
-396
| -8% | -$90.8K | 0.25% | 79 |
|
|
2020
Q4 | $1.11M | Buy |
4,961
+622
| +14% | +$133K | 0.27% | 70 |
|
|
2020
Q3 | $885K | Buy |
4,339
+10
| +0.2% | +$2.02K | 0.24% | 76 |
|
|
2020
Q2 | $834K | Sell |
4,329
-949
| -18% | -$178K | 0.24% | 73 |
|
|
2020
Q1 | $877K | Sell |
5,278
-516
| -9% | -$94.3K | 0.27% | 64 |
|
|
2019
Q4 | $1.11M | Sell |
5,794
-380
| -6% | -$68.1K | 0.28% | 56 |
|
|
2019
Q3 | $1.03M | Sell |
6,174
-805
| -12% | -$138K | 0.27% | 59 |
|
|
2019
Q2 | $1.21M | Buy |
6,979
+179
| +3% | +$30.2K | 0.33% | 50 |
|
|
2019
Q1 | $1.17M | Sell |
6,800
-10,126
| -60% | -$1.72M | 0.29% | 53 |
|
|
2018
Q4 | $2.72M | Buy |
16,926
+6,338
| +60% | +$1.07M | 0.77% | 21 |
|
|
2018
Q3 | $1.91M | Sell |
10,588
-42
| -0.4% | -$7.22K | 0.56% | 32 |
|
|
2018
Q2 | $1.69M | Buy |
+10,630
| New | +$1.67M | 0.64% | 29 |
|
|
2017
Q4 | – | Sell |
-4,415
| Closed | -$672K | – | 160 |
|
|
2017
Q3 | $672K | Sell |
4,415
-104
| -2% | -$15.5K | 0.33% | 79 |
|
|
2017
Q2 | $666K | Buy |
+4,519
| New | +$639K | 0.4% | 74 |
|
Other funds holding VHT
PCH
CI
EHC
