New Perspectives Inc’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 | $455K | Hold |
1,832
| – | – | 0.23% | 21 |
|
2025
Q1 | $485K | Hold |
1,832
| – | – | 0.26% | 20 |
|
2024
Q4 | $465K | Hold |
1,832
| – | – | 0.25% | 19 |
|
2024
Q3 | $517K | Hold |
1,832
| – | – | 0.28% | 19 |
|
2024
Q2 | $487K | Hold |
1,832
| – | – | 0.26% | 16 |
|
2024
Q1 | $496K | Buy |
+1,832
| New | +$496K | 0.27% | 16 |
|
2022
Q4 | $578K | Sell |
2,332
-100
| -4% | -$24.8K | 0.44% | 15 |
|
2022
Q3 | $544K | Sell |
2,432
-100
| -4% | -$22.4K | 0.47% | 13 |
|
2022
Q2 | $596K | Hold |
2,532
| – | – | 0.49% | 14 |
|
2022
Q1 | $644K | Sell |
2,532
-390
| -13% | -$99.2K | 0.46% | 14 |
|
2021
Q4 | $778K | Hold |
2,922
| – | – | 0.55% | 14 |
|
2021
Q3 | $722K | Hold |
2,922
| – | – | 0.53% | 14 |
|
2021
Q2 | $722K | Buy |
+2,922
| New | +$722K | 0.56% | 14 |
|