Planning Directions’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 | $993K | Sell |
4,001
-976
| -20% | -$242K | 0.56% | 30 |
|
|
2025
Q1 | $1.32M | Sell |
4,977
-445
| -8% | -$118K | 0.56% | 39 |
|
|
2024
Q4 | $1.38M | Sell |
5,422
-724
| -12% | -$184K | 0.8% | 26 |
|
|
2024
Q3 | $1.73M | Sell |
6,146
-197
| -3% | -$55.6K | 1.03% | 18 |
|
|
2024
Q2 | $1.69M | Sell |
6,343
-120
| -2% | -$31.9K | 1.15% | 17 |
|
|
2024
Q1 | $1.75M | Sell |
6,463
-451
| -7% | -$122K | 1.21% | 18 |
|
|
2023
Q4 | $1.73M | Sell |
6,914
-122
| -2% | -$30.6K | 1.24% | 19 |
|
|
2023
Q3 | $1.65M | Sell |
7,036
-163
| -2% | -$38.3K | 1.27% | 17 |
|
|
2023
Q2 | $1.76M | Sell |
7,199
-39
| -0.5% | -$9.55K | 1.28% | 16 |
|
|
2023
Q1 | $1.73M | Sell |
7,238
-21
| -0.3% | -$5.01K | 1.28% | 16 |
|
|
2022
Q4 | $1.8M | Sell |
7,259
-32
| -0.4% | -$7.94K | 1.37% | 15 |
|
|
2022
Q3 | $1.63M | Buy |
7,291
+17
| +0.2% | +$3.8K | 1.32% | 15 |
|
|
2022
Q2 | $1.71M | Buy |
7,274
+212
| +3% | +$49.9K | 1.31% | 16 |
|
|
2022
Q1 | $1.8M | Buy |
7,062
+261
| +4% | +$66.4K | 1.26% | 18 |
|
|
2021
Q4 | $1.81M | Buy |
6,801
+292
| +4% | +$77.8K | 1.21% | 22 |
|
|
2021
Q3 | $1.61M | Buy |
6,509
+33
| +0.5% | +$8.16K | 1.17% | 22 |
|
|
2021
Q2 | $1.6M | Sell |
6,476
-306
| -5% | -$75.6K | 1.17% | 21 |
|
|
2021
Q1 | $1.55M | Sell |
6,782
-87
| -1% | -$19.9K | 1.22% | 20 |
|
|
2020
Q4 | $1.54M | Sell |
6,869
-358
| -5% | -$80.1K | 1.25% | 20 |
|
|
2020
Q3 | $1.47M | Sell |
7,227
-298
| -4% | -$60.8K | 1.3% | 18 |
|
|
2020
Q2 | $1.45M | Buy |
+7,525
| New | +$1.45M | 1.35% | 18 |
|
|
2020
Q1 | – | Sell |
-7,667
| Closed | -$1.47M | – | 95 |
|
|
2019
Q4 | $1.47M | Sell |
7,667
-794
| -9% | -$152K | 1.36% | 19 |
|
|
2019
Q3 | $1.42M | Sell |
8,461
-116
| -1% | -$19.5K | 1.36% | 18 |
|
|
2019
Q2 | $1.49M | Buy |
8,577
+364
| +4% | +$63.3K | 1.51% | 17 |
|
|
2019
Q1 | $1.42M | Buy |
8,213
+396
| +5% | +$68.3K | 1.68% | 17 |
|
|
2018
Q4 | $1.26M | Buy |
7,817
+143
| +2% | +$23K | 1.55% | 16 |
|
|
2018
Q3 | $1.38M | Sell |
7,674
-108
| -1% | -$19.5K | 1.29% | 20 |
|
|
2018
Q2 | $1.24M | Sell |
7,782
-304
| -4% | -$48.4K | 1.2% | 21 |
|
|
2018
Q1 | $1.24M | Buy |
+8,086
| New | +$1.24M | 1.22% | 19 |
|