McClarren Financial Advisors’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 | $220K | Sell |
887
-105
| -11% | -$26.1K | 0.14% | 70 |
|
|
2025
Q1 | $234K | Buy |
992
+98
| +11% | +$23.1K | 0.15% | 65 |
|
|
2024
Q4 | $227K | Buy |
894
+160
| +22% | +$40.6K | 0.64% | 25 |
|
|
2024
Q3 | $207 | Sell |
734
-862
| -54% | -$243 | 0.03% | 70 |
|
|
2024
Q2 | $194K | Buy |
1,596
+683
| +75% | +$83K | 0.14% | 72 |
|
|
2024
Q1 | $247K | Sell |
913
-49
| -5% | -$13.3K | 0.18% | 63 |
|
|
2023
Q4 | $241K | Buy |
962
+7
| +0.7% | +$1.75K | 0.18% | 63 |
|
|
2023
Q3 | $223K | Buy |
955
+160
| +20% | +$37.4K | 0.19% | 62 |
|
|
2023
Q2 | $194K | Buy |
795
+123
| +18% | +$30K | 0.16% | 69 |
|
|
2023
Q1 | $158K | Buy |
672
+1
| +0.1% | +$235 | 0.14% | 77 |
|
|
2022
Q4 | $166K | Buy |
671
+5
| +0.8% | +$1.24K | 0.16% | 73 |
|
|
2022
Q3 | $149K | Buy |
+666
| New | +$149K | 0.15% | 72 |
|
|
2022
Q2 | – | Sell |
-569
| Closed | -$144K | – | 270 |
|
|
2022
Q1 | $144K | Hold |
569
| – | – | 0.1% | 72 |
|
|
2021
Q4 | $152K | Buy |
569
+6
| +1% | +$1.6K | 0.1% | 73 |
|
|
2021
Q3 | $139K | Buy |
563
+388
| +222% | +$95.8K | 0.11% | 68 |
|
|
2021
Q2 | $43K | Hold |
175
| – | – | 0.03% | 131 |
|
|
2021
Q1 | $40K | Buy |
175
+1
| +0.6% | +$229 | 0.04% | 123 |
|
|
2020
Q4 | $39K | Buy |
+174
| New | +$39K | 0.04% | 112 |
|