Pinnacle Family Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,370	Closed	-$348K	–	124
2024 Q4	$348K	Sell	1,370 -863	-39%	-$233K	0.17%	87
2024 Q3	$630K	Buy	2,233 +24	+1%	+$6.67K	0.33%	60
2024 Q2	$588K	Buy	2,209 +29	+1%	+$7.6K	0.32%	53
2024 Q1	$590K	Sell	2,180 -9	-0.4%	-$2.36K	0.31%	51
2023 Q4	$549K	Sell	2,189 -35	-2%	-$8.29K	0.32%	50
2023 Q3	$523K	Buy	2,224 +52	+2%	+$12.7K	0.3%	50
2023 Q2	$532K	Sell	2,172 -142	-6%	-$34.5K	0.29%	63
2023 Q1	$552K	Sell	2,314 -2	-0.1%	-$481	0.34%	56
2022 Q4	$574K	Buy	2,316 +586	+34%	+$142K	0.41%	46
2022 Q3	$387K	Buy	1,730 +853	+97%	+$204K	0.34%	48
2022 Q2	$207K	Buy	+877	New	+$211K	0.17%	84
2019 Q1	–	Sell	-16,830	Closed	-$2.7M	–	79
2018 Q4	$2.7M	Sell	16,830 -17,140	-50%	-$2.9M	1.82%	15
2018 Q3	$6.13M	Buy	+33,970	New	+$5.84M	3.24%	7
2017 Q4	–	Sell	-18,405	Closed	-$2.8M	–	82
2017 Q3	$2.8M	Buy	+18,405	New	+$2.75M	1.32%	24
2017 Q2	–	Sell	-6,145	Closed	-$847K	–	84
2017 Q1	$847K	Buy	+6,145	New	+$828K	0.52%	38