Montag & Associates’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 | $84.9K | Sell |
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|
2025
Q2 | $117K | Sell |
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|
2025
Q1 | $188K | Buy |
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|
2024
Q4 | $58.3K | Buy |
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|
2024
Q3 | $62.6K | Hold |
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|
2024
Q2 | $59K | Hold |
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|
2024
Q1 | $59.8K | Hold |
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|
2023
Q4 | $55.4K | Hold |
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|
2023
Q3 | $52.2K | Hold |
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|
2023
Q2 | $54.3K | Hold |
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|
2023
Q1 | $52.7K | Hold |
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|
2022
Q4 | $54.8K | Sell |
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|
2022
Q3 | $53K | Hold |
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|
2022
Q2 | $56K | Hold |
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|
2022
Q1 | $60K | Hold |
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|
2021
Q4 | $63K | Hold |
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|
2021
Q3 | $58K | Buy |
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|
2021
Q2 | $14K | Hold |
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|
2021
Q1 | $13K | Hold |
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|
2020
Q4 | $13K | Buy |
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