Navis Wealth 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 | $615K | Buy |
|
|||||
|
2025
Q2 | $588K | Buy |
|
|||||
|
2025
Q1 | $627K | Buy |
|
|||||
|
2024
Q4 | $600K | Buy |
|
|||||
|
2024
Q3 | $667K | Buy |
|
|||||
|
2024
Q2 | $628K | Hold |
|
|||||
|
2024
Q1 | $639K | Buy |
|
|||||
|
2023
Q4 | $592K | Buy |
|
|||||
|
2023
Q3 | $554K | Buy |
|
|||||
|
2023
Q2 | $577K | Hold |
|
|||||
|
2023
Q1 | $562K | Buy |
|
|||||
|
2022
Q4 | $584K | Buy |
|
|||||
|
2022
Q3 | $447K | Hold |
|
|||||
|
2022
Q2 | $471K | Hold |
|
|||||
|
2022
Q1 | $509K | Hold |
|
|||||
|
2021
Q4 | $533K | Hold |
|
|||||
|
2021
Q3 | $494K | Hold |
|
|||||
|
2021
Q2 | $494K | Hold |
|
|||||
|
2021
Q1 | $458K | Hold |
|
|||||
|
2020
Q4 | $447K | Buy |
|