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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,641
Closed -$411K 257
2023
Q4
$411K Buy
1,641
+12
+0.7% +$3.01K 0.11% 140
2023
Q3
$383K Buy
1,629
+347
+27% +$81.6K 0.11% 138
2023
Q2
$314K Buy
1,282
+29
+2% +$7.1K 0.1% 144
2023
Q1
$299K Sell
1,253
-35
-3% -$8.34K 0.1% 148
2022
Q4
$320K Buy
1,288
+9
+0.7% +$2.23K 0.11% 142
2022
Q3
$286K Buy
1,279
+113
+10% +$25.3K 0.16% 110
2022
Q2
$275K Sell
1,166
-416
-26% -$98.1K 0.15% 121
2022
Q1
$402K Buy
1,582
+423
+36% +$107K 0.18% 110
2021
Q4
$309K Buy
1,159
+8
+0.7% +$2.13K 0.13% 144
2021
Q3
$285K Hold
1,151
0.14% 130
2021
Q2
$285K Sell
1,151
-256
-18% -$63.4K 0.14% 136
2021
Q1
$322K Sell
1,407
-2
-0.1% -$458 0.18% 120
2020
Q4
$315K Buy
1,409
+78
+6% +$17.4K 0.19% 108
2020
Q3
$272K Sell
1,331
-35
-3% -$7.15K 0.19% 112
2020
Q2
$263K Buy
1,366
+4
+0.3% +$770 0.19% 123
2020
Q1
$226K Buy
1,362
+69
+5% +$11.4K 0.24% 94
2019
Q4
$248K Buy
+1,293
New +$248K 0.17% 135