Madison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $608K | Hold |
2,585
| – | – | 0.13% | 105 |
|
|
2023
Q2 | $633K | Hold |
2,585
| – | – | 0.13% | 106 |
|
|
2023
Q1 | $616K | Buy |
2,585
+5
| +0.2% | +$1.19K | 0.13% | 104 |
|
|
2022
Q4 | $640K | Hold |
2,580
| – | – | 0.15% | 101 |
|
|
2022
Q3 | $577K | Hold |
2,580
| – | – | 0.14% | 106 |
|
|
2022
Q2 | $608K | Hold |
2,580
| – | – | 0.15% | 105 |
|
|
2022
Q1 | $656K | Hold |
2,580
| – | – | 0.14% | 103 |
|
|
2021
Q4 | $687K | Sell |
2,580
-5
| -0.2% | -$1.33K | 0.14% | 99 |
|
|
2021
Q3 | $639K | Hold |
2,585
| – | – | 0.14% | 102 |
|
|
2021
Q2 | $639K | Hold |
2,585
| – | – | 0.14% | 101 |
|
|
2021
Q1 | $591K | Buy |
2,585
+5
| +0.2% | +$1.14K | 0.14% | 99 |
|
|
2020
Q4 | $577K | Hold |
2,580
| – | – | 0.15% | 91 |
|
|
2020
Q3 | $526K | Buy |
2,580
+50
| +2% | +$10.2K | 0.16% | 89 |
|
|
2020
Q2 | $487K | Hold |
2,530
| – | – | 0.16% | 85 |
|
|
2020
Q1 | $420K | Hold |
2,530
| – | – | 0.17% | 86 |
|
|
2019
Q4 | $485K | Buy |
+2,530
| New | +$485K | 0.14% | 102 |
|