Safeguard Investment Advisory Group’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 | $6.69M | Sell |
26,901
-101
| -0.4% | -$25.1K | 1.67% | 9 |
|
|
2025
Q1 | $7.16M | Buy |
27,002
+453
| +2% | +$120K | 1.95% | 8 |
|
|
2024
Q4 | $6.74M | Buy |
26,549
+999
| +4% | +$254K | 1.85% | 8 |
|
|
2024
Q3 | $7.22M | Buy |
25,550
+958
| +4% | +$271K | 2.06% | 8 |
|
|
2024
Q2 | $6.55M | Buy |
24,592
+2,068
| +9% | +$551K | 2.04% | 8 |
|
|
2024
Q1 | $6.09M | Buy |
22,524
+1,978
| +10% | +$535K | 2.07% | 8 |
|
|
2023
Q4 | $5.16M | Buy |
20,546
+780
| +4% | +$196K | 1.94% | 9 |
|
|
2023
Q3 | $4.65M | Buy |
19,766
+706
| +4% | +$166K | 2.03% | 9 |
|
|
2023
Q2 | $4.67M | Buy |
19,060
+608
| +3% | +$149K | 1.99% | 10 |
|
|
2023
Q1 | $4.4M | Sell |
18,452
-1,495
| -7% | -$357K | 2.12% | 11 |
|
|
2022
Q4 | $4.95M | Buy |
19,947
+1,503
| +8% | +$373K | 3.05% | 8 |
|
|
2022
Q3 | $4.13M | Buy |
18,444
+3,542
| +24% | +$792K | 2.83% | 11 |
|
|
2022
Q2 | $3.79M | Hold |
14,902
| – | – | 2.33% | 12 |
|
|
2022
Q1 | $3.79M | Buy |
14,902
+1,144
| +8% | +$291K | 2.59% | 11 |
|
|
2021
Q4 | $3.67M | Buy |
13,758
+1,582
| +13% | +$421K | 2.14% | 14 |
|
|
2021
Q3 | $3.01M | Buy |
12,176
+4,724
| +63% | +$1.17M | 1.95% | 14 |
|
|
2021
Q2 | $1.84M | Buy |
7,452
+1,608
| +28% | +$397K | 1.31% | 19 |
|
|
2021
Q1 | $1.34M | Sell |
5,844
-52
| -0.9% | -$11.9K | 1.19% | 19 |
|
|
2020
Q4 | $1.32M | Buy |
+5,896
| New | +$1.32M | 1.17% | 20 |
|