Meridian Wealth 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 | $1.3M | Buy |
5,247
+1
| +0% | +$248 | 0.21% | 70 |
|
|
2025
Q1 | $1.39M | Sell |
5,246
-199
| -4% | -$52.7K | 0.24% | 66 |
|
|
2024
Q4 | $1.38M | Sell |
5,445
-29
| -0.5% | -$7.36K | 0.23% | 68 |
|
|
2024
Q3 | $1.54M | Buy |
5,474
+1
| +0% | +$282 | 0.26% | 61 |
|
|
2024
Q2 | $1.46M | Buy |
5,473
+250
| +5% | +$66.5K | 0.26% | 64 |
|
|
2024
Q1 | $1.41M | Buy |
5,223
+1
| +0% | +$271 | 0.27% | 66 |
|
|
2023
Q4 | $1.31M | Buy |
5,222
+2
| +0% | +$501 | 0.29% | 68 |
|
|
2023
Q3 | $1.23M | Buy |
5,220
+1
| +0% | +$235 | 0.31% | 62 |
|
|
2023
Q2 | $1.28M | Buy |
5,219
+200
| +4% | +$49K | 0.31% | 65 |
|
|
2023
Q1 | $1.2M | Buy |
5,019
+1
| +0% | +$238 | 0.3% | 68 |
|
|
2022
Q4 | $1.24M | Buy |
5,018
+2
| +0% | +$496 | 0.32% | 68 |
|
|
2022
Q3 | $1.12M | Hold |
5,016
| – | – | 0.32% | 69 |
|
|
2022
Q2 | $1.18M | Buy |
5,016
+151
| +3% | +$35.6K | 0.31% | 72 |
|
|
2022
Q1 | $1.24M | Sell |
4,865
-49
| -1% | -$12.5K | 0.29% | 73 |
|
|
2021
Q4 | $1.31M | Buy |
4,914
+102
| +2% | +$27.2K | 0.32% | 71 |
|
|
2021
Q3 | $1.19M | Buy |
4,812
+250
| +5% | +$61.8K | 0.33% | 70 |
|
|
2021
Q2 | $1.13M | Buy |
4,562
+1
| +0% | +$247 | 0.32% | 72 |
|
|
2021
Q1 | $1.04M | Buy |
4,561
+1,051
| +30% | +$240K | 0.35% | 66 |
|
|
2020
Q4 | $785K | Hold |
3,510
| – | – | 0.29% | 77 |
|
|
2020
Q3 | $716K | Sell |
3,510
-850
| -19% | -$173K | 0.31% | 71 |
|
|
2020
Q2 | $840K | Sell |
4,360
-10
| -0.2% | -$1.93K | 0.39% | 58 |
|
|
2020
Q1 | $726K | Buy |
4,370
+960
| +28% | +$159K | 0.4% | 51 |
|
|
2019
Q4 | $654K | Sell |
3,410
-100
| -3% | -$19.2K | 0.26% | 74 |
|
|
2019
Q3 | $589K | Buy |
3,510
+200
| +6% | +$33.6K | 0.25% | 77 |
|
|
2019
Q2 | $576K | Buy |
3,310
+1,030
| +45% | +$179K | 0.4% | 50 |
|
|
2019
Q1 | $393K | Hold |
2,280
| – | – | 0.29% | 78 |
|
|
2018
Q4 | $366K | Buy |
+2,280
| New | +$366K | 0.28% | 74 |
|