New Capital Management’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
2021
Q1
$35K Hold
2020
Q4
$35K Hold
2020
Q3
$32K Hold
2020
Q2
$30K Hold
2020
Q1
$26K Sell
2019
Q4
$140K Hold
2019
Q3
$122K Hold
2019
Q2
$127K Buy
2019
Q1
$125K Buy
2018
Q4
$116K Buy
2018
Q3
$129K Buy
2018
Q2
$113K Hold
2018
Q1
$109K Buy
2017
Q4
$109K Buy
2017
Q3
$107K Buy
2017
Q2
$97K Sell
2017
Q1
$97K Buy
2016
Q4
$89K Buy