OneDigital Investment Advisors’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 | $2.26M | Sell |
9,106
-646
| -7% | -$160K | 0.03% | 399 |
|
|
2025
Q1 | $2.58M | Sell |
9,752
-569
| -6% | -$151K | 0.03% | 344 |
|
|
2024
Q4 | $2.62M | Sell |
10,321
-733
| -7% | -$186K | 0.03% | 359 |
|
|
2024
Q3 | $3.12M | Sell |
11,054
-40
| -0.4% | -$11.3K | 0.04% | 337 |
|
|
2024
Q2 | $2.95M | Buy |
11,094
+330
| +3% | +$87.8K | 0.04% | 334 |
|
|
2024
Q1 | $2.91M | Buy |
10,764
+212
| +2% | +$57.4K | 0.05% | 266 |
|
|
2023
Q4 | $2.65M | Sell |
10,552
-1,805
| -15% | -$453K | 0.05% | 263 |
|
|
2023
Q3 | $2.91M | Sell |
12,357
-182
| -1% | -$42.8K | 0.06% | 215 |
|
|
2023
Q2 | $3.07M | Sell |
12,539
-251
| -2% | -$61.4K | 0.07% | 205 |
|
|
2023
Q1 | $3.05M | Sell |
12,790
-963
| -7% | -$230K | 0.07% | 206 |
|
|
2022
Q4 | $3.41M | Buy |
13,753
+440
| +3% | +$109K | 0.1% | 175 |
|
|
2022
Q3 | $2.98M | Sell |
13,313
-482
| -3% | -$108K | 0.11% | 134 |
|
|
2022
Q2 | $3.25M | Sell |
13,795
-194
| -1% | -$45.7K | 0.14% | 104 |
|
|
2022
Q1 | $3.56M | Sell |
13,989
-1,950
| -12% | -$496K | 0.13% | 102 |
|
|
2021
Q4 | $4.25M | Buy |
15,939
+580
| +4% | +$155K | 0.15% | 88 |
|
|
2021
Q3 | $3.8M | Buy |
15,359
+283
| +2% | +$69.9K | 0.15% | 91 |
|
|
2021
Q2 | $3.73M | Sell |
15,076
-229
| -1% | -$56.6K | 0.15% | 89 |
|
|
2021
Q1 | $3.5M | Sell |
15,305
-29
| -0.2% | -$6.63K | 0.16% | 90 |
|
|
2020
Q4 | $3.43M | Sell |
15,334
-497
| -3% | -$111K | 0.18% | 86 |
|
|
2020
Q3 | $3.23M | Sell |
15,831
-1,994
| -11% | -$407K | 0.22% | 80 |
|
|
2020
Q2 | $3.43M | Sell |
17,825
-503
| -3% | -$96.9K | 0.25% | 80 |
|
|
2020
Q1 | $3.04M | Buy |
18,328
+1,398
| +8% | +$232K | 0.27% | 81 |
|
|
2019
Q4 | $3.25M | Sell |
16,930
-55
| -0.3% | -$10.5K | 0.26% | 87 |
|
|
2019
Q3 | $2.85M | Buy |
16,985
+1,105
| +7% | +$185K | 0.26% | 91 |
|
|
2019
Q2 | $2.76M | Buy |
15,880
+2,157
| +16% | +$375K | 0.21% | 76 |
|
|
2019
Q1 | $2.37M | Buy |
13,723
+13,546
| +7,653% | +$2.34M | 0.35% | 64 |
|
|
2018
Q4 | $28K | Buy |
+177
| New | +$28K | ﹤0.01% | 598 |
|
|
2018
Q3 | – | Sell |
-238
| Closed | -$38K | – | 1256 |
|
|
2018
Q2 | $38K | Hold |
238
| – | – | 0.01% | 587 |
|
|
2018
Q1 | $36K | Sell |
238
-169
| -42% | -$25.6K | 0.01% | 614 |
|
|
2017
Q4 | $63K | Buy |
407
+346
| +567% | +$53.6K | 0.01% | 445 |
|
|
2017
Q3 | $9K | Sell |
61
-150
| -71% | -$22.1K | ﹤0.01% | 827 |
|
|
2017
Q2 | $31K | Buy |
+211
| New | +$31K | 0.01% | 606 |
|