LifeSteps Financial’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 | $221K | Sell |
888
-200
| -18% | -$49.7K | 0.15% | 82 |
|
|
2025
Q1 | $288K | Hold |
1,088
| – | – | 0.23% | 68 |
|
|
2024
Q4 | $276K | Buy |
1,088
+1
| +0.1% | +$254 | 0.21% | 68 |
|
|
2024
Q3 | $307K | Hold |
1,087
| – | – | 0.24% | 65 |
|
|
2024
Q2 | $289K | Sell |
1,087
-210
| -16% | -$55.9K | 0.24% | 62 |
|
|
2024
Q1 | $351K | Hold |
1,297
| – | – | 0.26% | 57 |
|
|
2023
Q4 | $325K | Buy |
1,297
+1
| +0.1% | +$251 | 0.29% | 57 |
|
|
2023
Q3 | $305K | Hold |
1,296
| – | – | 0.31% | 53 |
|
|
2023
Q2 | $317K | Hold |
1,296
| – | – | 0.31% | 52 |
|
|
2023
Q1 | $309K | Sell |
1,296
-54
| -4% | -$12.9K | 0.33% | 54 |
|
|
2022
Q4 | $335K | Sell |
1,350
-41
| -3% | -$10.2K | 0.35% | 52 |
|
|
2022
Q3 | $311K | Sell |
1,391
-200
| -13% | -$44.7K | 0.35% | 52 |
|
|
2022
Q2 | $375K | Sell |
1,591
-212
| -12% | -$50K | 0.39% | 50 |
|
|
2022
Q1 | $459K | Buy |
1,803
+10
| +0.6% | +$2.55K | 0.34% | 48 |
|
|
2021
Q4 | $478K | Hold |
1,793
| – | – | 0.34% | 46 |
|
|
2021
Q3 | $443K | Hold |
1,793
| – | – | 0.34% | 48 |
|
|
2021
Q2 | $443K | Sell |
1,793
-501
| -22% | -$124K | 0.34% | 47 |
|
|
2021
Q1 | $525K | Sell |
2,294
-324
| -12% | -$74.2K | 0.44% | 42 |
|
|
2020
Q4 | $586K | Hold |
2,618
| – | – | 0.54% | 35 |
|
|
2020
Q3 | $534K | Sell |
2,618
-100
| -4% | -$20.4K | 0.56% | 35 |
|
|
2020
Q2 | $524K | Sell |
2,718
-79
| -3% | -$15.2K | 0.61% | 33 |
|
|
2020
Q1 | $465K | Hold |
2,797
| – | – | 0.54% | 42 |
|
|
2019
Q4 | $536K | Buy |
+2,797
| New | +$536K | 0.51% | 46 |
|