Marcum Wealth’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
Q1 | $271K | Hold |
1,024
| – | – | 0.02% | 304 |
|
|
2024
Q4 | $260K | Sell |
1,024
-61
| -6% | -$15.5K | 0.02% | 309 |
|
|
2024
Q3 | $306K | Hold |
1,085
| – | – | 0.03% | 277 |
|
|
2024
Q2 | $289K | Hold |
1,085
| – | – | 0.03% | 281 |
|
|
2024
Q1 | $294K | Hold |
1,085
| – | – | 0.03% | 274 |
|
|
2023
Q4 | $272K | Sell |
1,085
-45
| -4% | -$11.3K | 0.03% | 271 |
|
|
2023
Q3 | $266K | Hold |
1,130
| – | – | 0.03% | 265 |
|
|
2023
Q2 | $277K | Buy |
1,130
+45
| +4% | +$11K | 0.03% | 263 |
|
|
2023
Q1 | $259K | Buy |
1,085
+84
| +8% | +$20K | 0.03% | 274 |
|
|
2022
Q4 | $248K | Hold |
1,001
| – | – | 0.03% | 272 |
|
|
2022
Q3 | $224K | Buy |
+1,001
| New | +$224K | 0.03% | 285 |
|