Plante Moran Financial 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
Q2 | $167K | Sell |
674
-128
| -16% | -$31.8K | 0.01% | 179 |
|
|
2025
Q1 | $212K | Hold |
802
| – | – | 0.02% | 165 |
|
|
2024
Q4 | $203K | Sell |
802
-9
| -1% | -$2.28K | 0.02% | 170 |
|
|
2024
Q3 | $229K | Hold |
811
| – | – | 0.02% | 166 |
|
|
2024
Q2 | $216K | Sell |
811
-222
| -21% | -$59.1K | 0.02% | 167 |
|
|
2024
Q1 | $279K | Buy |
1,033
+290
| +39% | +$78.5K | 0.03% | 136 |
|
|
2023
Q4 | $186K | Buy |
743
+60
| +9% | +$15K | 0.02% | 179 |
|
|
2023
Q3 | $161K | Sell |
683
-10
| -1% | -$2.35K | 0.02% | 172 |
|
|
2023
Q2 | $170K | Sell |
693
-47
| -6% | -$11.5K | 0.02% | 176 |
|
|
2023
Q1 | $176K | Sell |
740
-182
| -20% | -$43.4K | 0.02% | 160 |
|
|
2022
Q4 | $229K | Hold |
922
| – | – | 0.03% | 141 |
|
|
2022
Q3 | $206K | Hold |
922
| – | – | 0.04% | 144 |
|
|
2022
Q2 | $217K | Sell |
922
-47
| -5% | -$11.1K | 0.04% | 141 |
|
|
2022
Q1 | $246K | Buy |
969
+47
| +5% | +$11.9K | 0.05% | 142 |
|
|
2021
Q4 | $246K | Buy |
922
+423
| +85% | +$113K | 0.04% | 161 |
|
|
2021
Q3 | $123K | Buy |
499
+239
| +92% | +$58.9K | 0.03% | 240 |
|
|
2021
Q2 | $64K | Hold |
260
| – | – | 0.02% | 321 |
|
|
2021
Q1 | $59K | Hold |
260
| – | – | 0.02% | 331 |
|
|
2020
Q4 | $58K | Buy |
260
+25
| +11% | +$5.58K | 0.02% | 335 |
|
|
2020
Q3 | $48K | Buy |
+235
| New | +$48K | 0.02% | 328 |
|
|
2020
Q2 | – | Sell |
-79
| Closed | -$13K | – | 881 |
|
|
2020
Q1 | $13K | Buy |
+79
| New | +$13K | 0.01% | 467 |
|
|
2019
Q1 | – | Sell |
-250
| Closed | -$40K | – | 948 |
|
|
2018
Q4 | $40K | Buy |
+250
| New | +$40K | 0.01% | 333 |
|
|
2017
Q1 | – | Sell |
-20
| Closed | -$3K | – | 1034 |
|
|
2016
Q4 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 816 |
|