River Wealth 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 | $345K | Sell |
1,391
-38
| -3% | -$9.44K | 0.04% | 171 |
|
|
2025
Q1 | $378K | Sell |
1,429
-47
| -3% | -$12.4K | 0.05% | 161 |
|
|
2024
Q4 | $375K | Sell |
1,476
-76
| -5% | -$19.3K | 0.05% | 171 |
|
|
2024
Q3 | $438K | Sell |
1,552
-19
| -1% | -$5.36K | 0.06% | 155 |
|
|
2024
Q2 | $418K | Sell |
1,571
-163
| -9% | -$43.4K | 0.06% | 148 |
|
|
2024
Q1 | $469K | Buy |
1,734
+180
| +12% | +$48.7K | 0.07% | 144 |
|
|
2023
Q4 | $390K | Sell |
1,554
-7
| -0.4% | -$1.76K | 0.06% | 153 |
|
|
2023
Q3 | $367K | Sell |
1,561
-201
| -11% | -$47.3K | 0.07% | 155 |
|
|
2023
Q2 | $431K | Sell |
1,762
-31
| -2% | -$7.59K | 0.07% | 154 |
|
|
2023
Q1 | $428K | Sell |
1,793
-38
| -2% | -$9.06K | 0.08% | 155 |
|
|
2022
Q4 | $454K | Sell |
1,831
-248
| -12% | -$61.5K | 0.09% | 153 |
|
|
2022
Q3 | $465K | Sell |
2,079
-106
| -5% | -$23.7K | 0.1% | 141 |
|
|
2022
Q2 | $515K | Buy |
2,185
+500
| +30% | +$118K | 0.09% | 147 |
|
|
2022
Q1 | $429K | Hold |
1,685
| – | – | 0.07% | 161 |
|
|
2021
Q4 | $449K | Hold |
1,685
| – | – | 0.07% | 160 |
|
|
2021
Q3 | $416K | Hold |
1,685
| – | – | 0.07% | 163 |
|
|
2021
Q2 | $416K | Hold |
1,685
| – | – | 0.07% | 163 |
|
|
2021
Q1 | $385K | Hold |
1,685
| – | – | 0.07% | 168 |
|
|
2020
Q4 | $377K | Hold |
1,685
| – | – | 0.08% | 160 |
|
|
2020
Q3 | $344K | Sell |
1,685
-140
| -8% | -$28.6K | 0.09% | 156 |
|
|
2020
Q2 | $352K | Hold |
1,825
| – | – | 0.11% | 140 |
|
|
2020
Q1 | $303K | Hold |
1,825
| – | – | 0.12% | 131 |
|
|
2019
Q4 | $350K | Hold |
1,825
| – | – | 0.12% | 135 |
|
|
2019
Q3 | $306K | Hold |
1,825
| – | – | 0.12% | 140 |
|
|
2019
Q2 | $317K | Buy |
1,825
+635
| +53% | +$110K | 0.12% | 138 |
|
|
2019
Q1 | $205K | Buy |
1,190
+140
| +13% | +$24.1K | 0.09% | 150 |
|
|
2018
Q4 | $169K | Hold |
1,050
| – | – | 0.08% | 158 |
|
|
2018
Q3 | $189K | Hold |
1,050
| – | – | 0.07% | 166 |
|
|
2018
Q2 | $167K | Buy |
+1,050
| New | +$167K | 0.07% | 172 |
|