RE Dickinson Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-61
| Closed | -$14K | – | 285 |
|
|
2023
Q3 | $14K | Hold |
61
| – | – | 0.01% | 157 |
|
|
2023
Q2 | $15K | Hold |
61
| – | – | 0.01% | 238 |
|
|
2023
Q1 | $15K | Hold |
61
| – | – | 0.01% | 242 |
|
|
2022
Q4 | $15K | Hold |
61
| – | – | 0.01% | 231 |
|
|
2022
Q3 | $14K | Buy |
61
+29
| +91% | +$6.66K | 0.01% | 137 |
|
|
2022
Q2 | $8 | Hold |
32
| – | – | ﹤0.01% | 173 |
|
|
2022
Q1 | $8K | Buy |
32
+12
| +60% | +$3K | 0.01% | 192 |
|
|
2021
Q4 | $5K | Buy |
+20
| New | +$5K | ﹤0.01% | 218 |
|