McClarren Financial Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-887	Closed	-$220K	–	76
2025 Q2	$220K	Sell	887 -105	-11%	-$26K	0.14%	70
2025 Q1	$234K	Buy	992 +98	+11%	+$26.1K	0.15%	65
2024 Q4	$227K	Buy	894 +160	+22%	+$43.1K	0.64%	25
2024 Q3	$207	Sell	734 -862	-54%	-$239K	0.03%	70
2024 Q2	$194K	Buy	1,596 +683	+75%	+$179K	0.14%	72
2024 Q1	$247K	Sell	913 -49	-5%	-$12.9K	0.18%	63
2023 Q4	$241K	Buy	962 +7	+0.7%	+$1.66K	0.18%	63
2023 Q3	$223K	Buy	955 +160	+20%	+$39K	0.19%	62
2023 Q2	$194K	Buy	795 +123	+18%	+$29.9K	0.16%	69
2023 Q1	$158K	Buy	672 +1	+0.1%	+$241	0.14%	77
2022 Q4	$166K	Buy	671 +5	+0.8%	+$1.21K	0.16%	73
2022 Q3	$149K	Buy	+666	New	+$159K	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%	+$1.53K	0.1%	73
2021 Q3	$139K	Buy	563 +388	+222%	+$99.5K	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	+$37.2K	0.04%	112