Liberty Wealth Management’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 | $1.2M | Sell |
4,813
-2,722
| -36% | -$676K | 0.19% | 78 |
|
|
2025
Q1 | $1.99M | Buy |
7,535
+203
| +3% | +$53.7K | 0.38% | 50 |
|
|
2024
Q4 | $1.86M | Buy |
7,332
+238
| +3% | +$60.4K | 0.31% | 58 |
|
|
2024
Q3 | $2M | Sell |
7,094
-102
| -1% | -$28.8K | 0.34% | 53 |
|
|
2024
Q2 | $1.91M | Sell |
7,196
-498
| -6% | -$132K | 0.35% | 55 |
|
|
2024
Q1 | $2.08M | Buy |
7,694
+6,972
| +966% | +$1.89M | 0.41% | 49 |
|
|
2023
Q4 | $1.89M | Sell |
722
-6,641
| -90% | -$17.3M | 0.4% | 49 |
|
|
2023
Q3 | $1.73M | Buy |
7,363
+140
| +2% | +$32.9K | 0.43% | 47 |
|
|
2023
Q2 | $1.77M | Buy |
7,223
+116
| +2% | +$28.4K | 0.44% | 40 |
|
|
2023
Q1 | $1.69M | Buy |
+7,107
| New | +$1.69M | 0.35% | 52 |
|
|
2022
Q3 | $911K | Buy |
4,074
+247
| +6% | +$55.2K | 0.24% | 53 |
|
|
2022
Q2 | $901K | Buy |
3,827
+68
| +2% | +$16K | 0.37% | 51 |
|
|
2022
Q1 | $956K | Buy |
+3,759
| New | +$956K | 0.35% | 49 |
|
|
2021
Q4 | – | Sell |
-4,030
| Closed | -$1M | – | 67 |
|
|
2021
Q3 | $1M | Buy |
4,030
+421
| +12% | +$105K | 0.36% | 44 |
|
|
2021
Q2 | $856K | Buy |
3,609
+360
| +11% | +$85.4K | 0.33% | 44 |
|
|
2021
Q1 | $748K | Hold |
3,249
| – | – | 0.37% | 42 |
|
|
2020
Q4 | $748K | Buy |
3,249
+146
| +5% | +$33.6K | 0.37% | 42 |
|
|
2020
Q3 | $633K | Buy |
3,103
+192
| +7% | +$39.2K | 0.37% | 41 |
|
|
2020
Q2 | $561K | Buy |
2,911
+619
| +27% | +$119K | 0.39% | 44 |
|
|
2020
Q1 | $381K | Sell |
2,292
-491
| -18% | -$81.6K | 0.33% | 50 |
|
|
2019
Q4 | $534K | Sell |
2,783
-146
| -5% | -$28K | 0.42% | 43 |
|
|
2019
Q3 | $491K | Hold |
2,929
| – | – | 0.46% | 42 |
|
|
2019
Q2 | $510K | Sell |
2,929
-39
| -1% | -$6.79K | 0.45% | 49 |
|
|
2019
Q1 | $511K | Buy |
2,968
+5
| +0.2% | +$861 | 0.38% | 38 |
|
|
2018
Q4 | $475K | Buy |
+2,963
| New | +$475K | 0.35% | 39 |
|