Long Island 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
$781K Sell
3,146
-266
-8% -$66.1K 0.41% 48
2025
Q1
$903K Sell
3,412
-393
-10% -$104K 0.55% 41
2024
Q4
$965K Sell
3,805
-11,864
-76% -$3.01M 0.6% 38
2024
Q3
$4.42M Buy
15,669
+1,430
+10% +$404K 2.9% 8
2024
Q2
$3.79M Sell
14,239
-339
-2% -$90.2K 2.67% 12
2024
Q1
$3.94M Sell
14,578
-26
-0.2% -$7.03K 2.78% 10
2023
Q4
$3.66M Buy
+14,604
New +$3.66M 2.61% 9