Richard C. Young & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,711
| Closed | -$429K | – | 83 |
|
|
2023
Q4 | $429K | Buy |
1,711
+12
| +0.7% | +$3.01K | 0.06% | 68 |
|
|
2023
Q3 | $399K | Buy |
1,699
+7
| +0.4% | +$1.65K | 0.06% | 66 |
|
|
2023
Q2 | $414K | Hold |
1,692
| – | – | 0.06% | 65 |
|
|
2023
Q1 | $404K | Buy |
1,692
+5
| +0.3% | +$1.19K | 0.06% | 67 |
|
|
2022
Q4 | $418K | Buy |
1,687
+12
| +0.7% | +$2.98K | 0.06% | 71 |
|
|
2022
Q3 | $375K | Sell |
1,675
-171
| -9% | -$38.3K | 0.06% | 69 |
|
|
2022
Q2 | $435K | Buy |
1,846
+6
| +0.3% | +$1.41K | 0.06% | 71 |
|
|
2022
Q1 | $468K | Sell |
1,840
-1,683
| -48% | -$428K | 0.06% | 69 |
|
|
2021
Q4 | $939K | Buy |
3,523
+24
| +0.7% | +$6.4K | 0.12% | 67 |
|
|
2021
Q3 | $865K | Sell |
3,499
-1,540
| -31% | -$381K | 0.12% | 64 |
|
|
2021
Q2 | $1.25M | Buy |
5,039
+325
| +7% | +$80.3K | 0.16% | 66 |
|
|
2021
Q1 | $1.08M | Buy |
4,714
+13
| +0.3% | +$2.97K | 0.14% | 66 |
|
|
2020
Q4 | $1.05M | Sell |
4,701
-635
| -12% | -$142K | 0.16% | 64 |
|
|
2020
Q3 | $1.09M | Buy |
5,336
+16
| +0.3% | +$3.27K | 0.18% | 65 |
|
|
2020
Q2 | $1.03M | Buy |
5,320
+21
| +0.4% | +$4.05K | 0.17% | 73 |
|
|
2020
Q1 | $880K | Buy |
5,299
+1,660
| +46% | +$276K | 0.17% | 69 |
|
|
2019
Q4 | $698K | Buy |
3,639
+27
| +0.7% | +$5.18K | 0.12% | 65 |
|
|
2019
Q3 | $606K | Hold |
3,612
| – | – | 0.11% | 65 |
|
|
2019
Q2 | $628K | Buy |
3,612
+25
| +0.7% | +$4.35K | 0.12% | 60 |
|
|
2019
Q1 | $618K | Sell |
3,587
-158,396
| -98% | -$27.3M | 0.12% | 64 |
|
|
2018
Q4 | $26M | Sell |
161,983
-6,714
| -4% | -$1.08M | 5.55% | 3 |
|
|
2018
Q3 | $30.4M | Sell |
168,697
-4,717
| -3% | -$851K | 5.79% | 3 |
|
|
2018
Q2 | $27.6M | Sell |
173,414
-57
| -0% | -$9.07K | 5.56% | 3 |
|
|
2018
Q1 | $26.6M | Sell |
173,471
-2,170
| -1% | -$333K | 5.3% | 3 |
|
|
2017
Q4 | $27.1M | Sell |
175,641
-931
| -0.5% | -$144K | 5.1% | 3 |
|
|
2017
Q3 | $26.9M | Buy |
176,572
+349
| +0.2% | +$53.1K | 5.09% | 3 |
|
|
2017
Q2 | $26M | Sell |
176,223
-319
| -0.2% | -$47K | 5.09% | 3 |
|
|
2017
Q1 | $24.3M | Sell |
176,542
-98
| -0.1% | -$13.5K | 4.81% | 3 |
|
|
2016
Q4 | $22.4M | Sell |
176,640
-2,200
| -1% | -$279K | 4.71% | 2 |
|
|
2016
Q3 | $23.8M | Sell |
178,840
-2,286
| -1% | -$304K | 5.14% | 2 |
|
|
2016
Q2 | $23.6M | Sell |
181,126
-4,663
| -3% | -$608K | 5.24% | 2 |
|
|
2016
Q1 | $22.9M | Sell |
185,789
-6,579
| -3% | -$811K | 5.16% | 2 |
|
|
2015
Q4 | $25.6M | Buy |
192,368
+614
| +0.3% | +$81.6K | 5.82% | 1 |
|
|
2015
Q3 | $23.5M | Sell |
191,754
-4,629
| -2% | -$567K | 5.82% | 2 |
|
|
2015
Q2 | $27.5M | Sell |
196,383
-6,709
| -3% | -$939K | 6.2% | 2 |
|
|
2015
Q1 | $27.5M | Sell |
203,092
-2,179
| -1% | -$295K | 6.01% | 2 |
|
|
2014
Q4 | $25.8M | Sell |
205,271
-132,460
| -39% | -$16.6M | 5.45% | 2 |
|
|
2014
Q3 | $39.5M | Sell |
337,731
-1,216
| -0.4% | -$142K | 8.46% | 1 |
|
|
2014
Q2 | $37.8M | Buy |
338,947
+7,113
| +2% | +$794K | 7.66% | 1 |
|
|
2014
Q1 | $35.5M | Buy |
331,834
+130,297
| +65% | +$13.9M | 7.54% | 2 |
|
|
2013
Q4 | $20.4M | Buy |
201,537
+1,390
| +0.7% | +$141K | 4.42% | 4 |
|
|
2013
Q3 | $18.6M | Buy |
+200,147
| New | +$18.6M | 4.23% | 4 |
|