McDonald Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,211
| Closed | -$521K | – | 283 |
|
|
2022
Q2 | $521K | Buy |
2,211
+20
| +0.9% | +$4.71K | 0.13% | 175 |
|
|
2022
Q1 | $557K | Sell |
2,191
-8,752
| -80% | -$2.22M | 0.12% | 188 |
|
|
2021
Q4 | $2.92M | Buy |
10,943
+9,801
| +858% | +$2.61M | 2.7% | 9 |
|
|
2021
Q3 | $282K | Hold |
1,142
| – | – | 0.07% | 252 |
|
|
2021
Q2 | $282K | Buy |
1,142
+20
| +2% | +$4.94K | 0.07% | 252 |
|
|
2021
Q1 | $257K | Buy |
1,122
+50
| +5% | +$11.5K | 0.07% | 248 |
|
|
2020
Q4 | $240K | Buy |
+1,072
| New | +$240K | 0.07% | 245 |
|