Paragon Financial Partners’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 | $7.32M | Buy |
29,477
+759
| +3% | +$188K | 5% | 6 |
|
|
2025
Q1 | $7.6M | Sell |
28,718
-42
| -0.1% | -$11.1K | 5.96% | 6 |
|
|
2024
Q4 | $7.3M | Sell |
28,760
-658
| -2% | -$167K | 5.49% | 6 |
|
|
2024
Q3 | $8.3M | Sell |
29,418
-912
| -3% | -$257K | 6.08% | 5 |
|
|
2024
Q2 | $8.07M | Buy |
30,330
+1,228
| +4% | +$327K | 6.29% | 5 |
|
|
2024
Q1 | $7.87M | Buy |
29,102
+1,853
| +7% | +$501K | 6.48% | 5 |
|
|
2023
Q4 | $6.83M | Sell |
27,249
-198
| -0.7% | -$49.6K | 6.56% | 4 |
|
|
2023
Q3 | $6.45M | Buy |
27,447
+330
| +1% | +$77.6K | 6.7% | 4 |
|
|
2023
Q2 | $6.64M | Buy |
27,117
+16
| +0.1% | +$3.92K | 6.27% | 4 |
|
|
2023
Q1 | $6.46M | Sell |
27,101
-191
| -0.7% | -$45.5K | 6.77% | 4 |
|
|
2022
Q4 | $6.77M | Buy |
27,292
+367
| +1% | +$91K | 7.49% | 3 |
|
|
2022
Q3 | $6.02M | Buy |
26,925
+171
| +0.6% | +$38.3K | 6.78% | 4 |
|
|
2022
Q2 | $6.3M | Buy |
26,754
+1,252
| +5% | +$295K | 6.47% | 4 |
|
|
2022
Q1 | $6.49M | Buy |
25,502
+123
| +0.5% | +$31.3K | 5.65% | 5 |
|
|
2021
Q4 | $6.76M | Buy |
+25,379
| New | +$6.76M | 5.55% | 5 |
|