Pacific Capital Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,342
| Closed | -$1.51M | – | 485 |
|
|
2024
Q3 | $1.51M | Hold |
5,342
| – | – | 0.25% | 35 |
|
|
2024
Q2 | $1.42M | Hold |
5,342
| – | – | 0.26% | 33 |
|
|
2024
Q1 | $1.45M | Hold |
5,342
| – | – | 0.34% | 33 |
|
|
2023
Q4 | $1.34M | Hold |
5,342
| – | – | 0.34% | 31 |
|
|
2023
Q3 | $1.26M | Sell |
5,342
-644
| -11% | -$151K | 0.35% | 33 |
|
|
2023
Q2 | $1.47M | Sell |
5,986
-240
| -4% | -$58.8K | 0.37% | 34 |
|
|
2023
Q1 | $1.48M | Buy |
+6,226
| New | +$1.48M | 0.38% | 37 |
|