Meridian Wealth Management’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
$648K Buy
2,610
+108
+4% +$26.8K 0.03% 393
2025
Q1
$662K Sell
2,502
-5
-0.2% -$1.32K 0.03% 359
2024
Q4
$636K Sell
2,507
-230
-8% -$58.3K 0.03% 371
2024
Q3
$772K Buy
2,737
+243
+10% +$68.6K 0.04% 330
2024
Q2
$663K Buy
+2,494
New +$663K 0.08% 149
2024
Q1
Sell
-2,364
Closed -$593K 545
2023
Q4
$593K Buy
2,364
+13
+0.6% +$3.26K 0.04% 347
2023
Q3
$553K Buy
2,351
+4
+0.2% +$940 0.03% 347
2023
Q2
$575K Buy
2,347
+572
+32% +$140K 0.05% 299
2023
Q1
$423K Buy
1,775
+3
+0.2% +$715 0.04% 350
2022
Q4
$439K Buy
1,772
+217
+14% +$53.8K 0.04% 333
2022
Q3
$348K Buy
1,555
+26
+2% +$5.82K 0.04% 336
2022
Q2
$360K Buy
+1,529
New +$360K 0.03% 410
2019
Q3
Sell
-406
Closed -$706 485
2019
Q2
$706 Sell
406
-17,890
-98% -$31.1K 0.03% 321
2019
Q1
$3.16M Buy
18,296
+3,150
+21% +$543K 1.44% 17
2018
Q4
$2.43M Buy
+15,146
New +$2.43M 1.43% 17