Peloton Wealth Strategists’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-11,297
| Closed | -$840K | – | 73 |
|
|
2017
Q1 | $840K | Buy |
+11,297
| New | +$840K | 0.69% | 56 |
|
|
2016
Q1 | – | Sell |
-1,882
| Closed | -$250K | – | 77 |
|
|
2015
Q4 | $250K | Hold |
1,882
| – | – | 0.22% | 73 |
|
|
2015
Q3 | $231K | Buy |
1,882
+101
| +6% | +$12.4K | 0.2% | 73 |
|
|
2015
Q2 | $249K | Sell |
1,781
-75
| -4% | -$10.5K | 0.2% | 72 |
|
|
2015
Q1 | $252K | Buy |
1,856
+50
| +3% | +$6.79K | 0.2% | 73 |
|
|
2014
Q4 | $227K | Buy |
+1,806
| New | +$227K | 0.17% | 76 |
|
|
2014
Q3 | – | Sell |
-1,668
| Closed | -$218K | – | 102 |
|
|
2014
Q2 | $218K | Buy |
+1,668
| New | +$218K | 0.19% | 69 |
|