Sequoia Financial 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 | $4.72M | Sell |
19,009
-1,939
| -9% | -$482K | 0.03% | 287 |
|
|
2025
Q1 | $5.55M | Sell |
20,948
-925
| -4% | -$245K | 0.04% | 252 |
|
|
2024
Q4 | $5.55M | Buy |
21,873
+5,030
| +30% | +$1.28M | 0.05% | 242 |
|
|
2024
Q3 | $4.75M | Sell |
16,843
-790
| -4% | -$223K | 0.05% | 219 |
|
|
2024
Q2 | $4.69M | Buy |
17,633
+955
| +6% | +$254K | 0.06% | 200 |
|
|
2024
Q1 | $4.51M | Buy |
16,678
+523
| +3% | +$141K | 0.06% | 207 |
|
|
2023
Q4 | $4.05M | Buy |
16,155
+1,496
| +10% | +$375K | 0.05% | 237 |
|
|
2023
Q3 | $3.45M | Sell |
14,659
-1,141
| -7% | -$268K | 0.06% | 183 |
|
|
2023
Q2 | $3.87M | Sell |
15,800
-1,894
| -11% | -$464K | 0.07% | 182 |
|
|
2023
Q1 | $4.22M | Sell |
17,694
-1,016
| -5% | -$242K | 0.09% | 152 |
|
|
2022
Q4 | $4.64M | Sell |
18,710
-2,440
| -12% | -$605K | 0.11% | 140 |
|
|
2022
Q3 | $4.73M | Sell |
21,150
-3,544
| -14% | -$793K | 0.15% | 119 |
|
|
2022
Q2 | $5.82M | Sell |
24,694
-2,458
| -9% | -$579K | 0.16% | 105 |
|
|
2022
Q1 | $6.91M | Buy |
27,152
+447
| +2% | +$114K | 0.17% | 104 |
|
|
2021
Q4 | $7.12M | Buy |
26,705
+22,805
| +585% | +$6.08M | 0.19% | 93 |
|
|
2021
Q3 | $964K | Sell |
3,900
-20,656
| -84% | -$5.11M | 0.1% | 108 |
|
|
2021
Q2 | $6.07M | Buy |
24,556
+2,052
| +9% | +$507K | 0.22% | 83 |
|
|
2021
Q1 | $5.15M | Buy |
22,504
+2,653
| +13% | +$607K | 0.22% | 71 |
|
|
2020
Q4 | $4.44M | Buy |
19,851
+4,448
| +29% | +$995K | 0.2% | 71 |
|
|
2020
Q3 | $3.14M | Buy |
15,403
+6,287
| +69% | +$1.28M | 0.17% | 81 |
|
|
2020
Q2 | $1.76M | Buy |
9,116
+2,861
| +46% | +$551K | 0.1% | 101 |
|
|
2020
Q1 | $1.04M | Buy |
6,255
+102
| +2% | +$16.9K | 0.08% | 117 |
|
|
2019
Q4 | $1.18M | Sell |
6,153
-986
| -14% | -$189K | 0.07% | 132 |
|
|
2019
Q3 | $1.2M | Sell |
7,139
-726
| -9% | -$122K | 0.09% | 119 |
|
|
2019
Q2 | $1.37M | Buy |
7,865
+1,501
| +24% | +$261K | 0.1% | 107 |
|
|
2019
Q1 | $1.1M | Buy |
6,364
+2,977
| +88% | +$514K | 0.09% | 115 |
|
|
2018
Q4 | $544K | Buy |
+3,387
| New | +$544K | 0.06% | 141 |
|