Secure Asset Management’s Vanguard Health Care ETF VHT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,641	Closed	-$411K	–	258
2023 Q4	$411K	Buy	1,641 +12	+0.7%	+$2.84K	0.11%	140
2023 Q3	$383K	Buy	1,629 +347	+27%	+$84.6K	0.11%	138
2023 Q2	$314K	Buy	1,282 +29	+2%	+$7.05K	0.1%	144
2023 Q1	$299K	Sell	1,253 -35	-3%	-$8.42K	0.1%	148
2022 Q4	$320K	Buy	1,288 +9	+0.7%	+$2.18K	0.11%	142
2022 Q3	$286K	Buy	1,279 +113	+10%	+$27K	0.16%	110
2022 Q2	$275K	Sell	1,166 -416	-26%	-$100K	0.15%	121
2022 Q1	$402K	Buy	1,582 +423	+36%	+$105K	0.18%	110
2021 Q4	$309K	Buy	1,159 +8	+0.7%	+$2.04K	0.13%	144
2021 Q3	$285K	Hold	1,151	–	–	0.14%	130
2021 Q2	$285K	Sell	1,151 -256	-18%	-$61.2K	0.14%	136
2021 Q1	$322K	Sell	1,407 -2	-0.1%	-$459	0.18%	120
2020 Q4	$315K	Buy	1,409 +78	+6%	+$16.7K	0.19%	108
2020 Q3	$272K	Sell	1,331 -35	-3%	-$7.08K	0.19%	112
2020 Q2	$263K	Buy	1,366 +4	+0.3%	+$751	0.19%	123
2020 Q1	$226K	Buy	1,362 +69	+5%	+$12.6K	0.24%	94
2019 Q4	$248K	Buy	+1,293	New	+$232K	0.17%	135