MAM
Marotta Asset Management’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.6M | Buy |
66,959
+1,156
| +2% | +$287K | 3.33% | 7 |
|
|
2025
Q1 | $18.6M | Sell |
65,803
-1,029
| -2% | -$290K | 3.65% | 8 |
|
|
2024
Q4 | $17M | Buy |
66,832
+1,029
| +2% | +$261K | 3.55% | 8 |
|
|
2024
Q3 | $18.6M | Sell |
65,803
-3,135
| -5% | -$885K | 3.65% | 8 |
|
|
2024
Q2 | $18.3M | Sell |
68,938
-1,361
| -2% | -$360K | 3.78% | 8 |
|
|
2024
Q1 | $19M | Sell |
70,299
-2,111
| -3% | -$571K | 3.93% | 8 |
|
|
2023
Q4 | $18.2M | Sell |
72,410
-82
| -0.1% | -$20.6K | 3.9% | 8 |
|
|
2023
Q3 | $17M | Buy |
72,492
+299
| +0.4% | +$70.3K | 3.94% | 8 |
|
|
2023
Q2 | $17.7M | Buy |
+72,193
| New | +$17.7M | 3.94% | 8 |
|
|
2022
Q4 | $17.6M | Sell |
70,810
-4,110
| -5% | -$1.02M | 4.23% | 8 |
|
|
2022
Q3 | $16.8M | Sell |
74,920
-1,391
| -2% | -$311K | 4.37% | 9 |
|
|
2022
Q2 | $18.2M | Buy |
76,311
+2,089
| +3% | +$498K | 4.48% | 6 |
|
|
2022
Q1 | $18.9M | Buy |
74,222
+4,615
| +7% | +$1.17M | 4.39% | 7 |
|
|
2021
Q4 | $18.5M | Buy |
69,607
+1,316
| +2% | +$351K | 4.2% | 7 |
|
|
2021
Q3 | $16.9M | Sell |
68,291
-9,333
| -12% | -$2.31M | 4.08% | 8 |
|
|
2021
Q2 | $19.4M | Sell |
77,624
-65
| -0.1% | -$16.2K | 4.64% | 6 |
|
|
2021
Q1 | $17.8M | Buy |
77,689
+2,044
| +3% | +$467K | 4.54% | 8 |
|
|
2020
Q4 | $16.9M | Buy |
75,645
+15,440
| +26% | +$3.45M | 4.46% | 7 |
|
|
2020
Q3 | $12.3M | Buy |
60,205
+32,339
| +116% | +$6.6M | 3.73% | 9 |
|
|
2020
Q2 | $5.37M | Buy |
27,866
+3,014
| +12% | +$581K | 1.72% | 21 |
|
|
2020
Q1 | $3.97M | Buy |
24,852
+3,371
| +16% | +$538K | 1.53% | 20 |
|
|
2019
Q4 | $4.05M | Buy |
+21,481
| New | +$4.05M | 1.24% | 23 |
|