PP
PDS Planning’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Sell |
1,446
-1,019
| -41% | -$253K | 0.03% | 310 |
|
|
2025
Q1 | $653K | Sell |
2,465
-173
| -7% | -$45.8K | 0.06% | 171 |
|
|
2024
Q4 | $669K | Buy |
2,638
+276
| +12% | +$70K | 0.06% | 144 |
|
|
2024
Q3 | $667K | Sell |
2,362
-38
| -2% | -$10.7K | 0.06% | 144 |
|
|
2024
Q2 | $638K | Buy |
2,400
+709
| +42% | +$189K | 0.06% | 131 |
|
|
2024
Q1 | $457K | Buy |
1,691
+560
| +50% | +$151K | 0.05% | 176 |
|
|
2023
Q4 | $283K | Buy |
1,131
+28
| +3% | +$7.02K | 0.03% | 246 |
|
|
2023
Q3 | $259K | Sell |
1,103
-143
| -11% | -$33.6K | 0.03% | 237 |
|
|
2023
Q2 | $305K | Hold |
1,246
| – | – | 0.04% | 213 |
|
|
2023
Q1 | $297K | Buy |
1,246
+298
| +31% | +$71.1K | 0.04% | 196 |
|
|
2022
Q4 | $235K | Buy |
948
+51
| +6% | +$12.6K | 0.04% | 175 |
|
|
2022
Q3 | $201K | Sell |
897
-306
| -25% | -$68.6K | 0.04% | 182 |
|
|
2022
Q2 | $283K | Buy |
1,203
+2
| +0.2% | +$470 | 0.05% | 150 |
|
|
2022
Q1 | $305K | Buy |
1,201
+50
| +4% | +$12.7K | 0.05% | 145 |
|
|
2021
Q4 | $307K | Buy |
1,151
+3
| +0.3% | +$800 | 0.06% | 136 |
|
|
2021
Q3 | $284K | Hold |
1,148
| – | – | 0.07% | 139 |
|
|
2021
Q2 | $284K | Buy |
1,148
+3
| +0.3% | +$742 | 0.07% | 134 |
|
|
2021
Q1 | $262K | Hold |
1,145
| – | – | 0.08% | 125 |
|
|
2020
Q4 | $256K | Buy |
1,145
+151
| +15% | +$33.8K | 0.09% | 122 |
|
|
2020
Q3 | $203K | Buy |
+994
| New | +$203K | 0.08% | 128 |
|