Level Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-177
| Closed | -$44.4K | – | 250 |
|
|
2023
Q4 | $44.4K | Hold |
177
| – | – | 0.02% | 123 |
|
|
2023
Q3 | $41.6K | Hold |
177
| – | – | 0.02% | 117 |
|
|
2023
Q2 | $43.3K | Hold |
177
| – | – | 0.02% | 116 |
|
|
2023
Q1 | $42.2K | Hold |
177
| – | – | 0.03% | 107 |
|
|
2022
Q4 | $44K | Hold |
177
| – | – | 0.03% | 101 |
|
|
2022
Q3 | $40K | Hold |
177
| – | – | 0.03% | 105 |
|
|
2022
Q2 | $42K | Buy |
+177
| New | +$42K | 0.03% | 112 |
|