Pinnacle Family 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
Q1 | – | Sell |
-1,370
| Closed | -$348K | – | 124 |
|
|
2024
Q4 | $348K | Sell |
1,370
-863
| -39% | -$219K | 0.17% | 87 |
|
|
2024
Q3 | $630K | Buy |
2,233
+24
| +1% | +$6.77K | 0.33% | 60 |
|
|
2024
Q2 | $588K | Buy |
2,209
+29
| +1% | +$7.71K | 0.32% | 53 |
|
|
2024
Q1 | $590K | Sell |
2,180
-9
| -0.4% | -$2.43K | 0.31% | 51 |
|
|
2023
Q4 | $549K | Sell |
2,189
-35
| -2% | -$8.77K | 0.32% | 50 |
|
|
2023
Q3 | $523K | Buy |
2,224
+52
| +2% | +$12.2K | 0.3% | 50 |
|
|
2023
Q2 | $532K | Sell |
2,172
-142
| -6% | -$34.8K | 0.29% | 63 |
|
|
2023
Q1 | $552K | Sell |
2,314
-2
| -0.1% | -$477 | 0.34% | 56 |
|
|
2022
Q4 | $574K | Buy |
2,316
+586
| +34% | +$145K | 0.41% | 46 |
|
|
2022
Q3 | $387K | Buy |
1,730
+853
| +97% | +$191K | 0.34% | 48 |
|
|
2022
Q2 | $207K | Buy |
+877
| New | +$207K | 0.17% | 84 |
|
|
2019
Q1 | – | Sell |
-16,830
| Closed | -$2.7M | – | 79 |
|
|
2018
Q4 | $2.7M | Sell |
16,830
-17,140
| -50% | -$2.75M | 1.82% | 15 |
|
|
2018
Q3 | $6.13M | Buy |
+33,970
| New | +$6.13M | 3.24% | 7 |
|
|
2017
Q4 | – | Sell |
-18,405
| Closed | -$2.8M | – | 82 |
|
|
2017
Q3 | $2.8M | Buy |
+18,405
| New | +$2.8M | 1.32% | 24 |
|
|
2017
Q2 | – | Sell |
-6,145
| Closed | -$847K | – | 84 |
|
|
2017
Q1 | $847K | Buy |
+6,145
| New | +$847K | 0.52% | 38 |
|