Sheaff Brock Investment 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
Q1 | $231K | Buy |
874
+78
| +10% | +$20.6K | 0.02% | 371 |
|
|
2024
Q4 | $202K | Hold |
796
| – | – | 0.02% | 402 |
|
|
2024
Q3 | $225K | Hold |
796
| – | – | 0.02% | 373 |
|
|
2024
Q2 | $212K | Sell |
796
-200
| -20% | -$53.2K | 0.02% | 387 |
|
|
2024
Q1 | $269K | Hold |
996
| – | – | 0.02% | 366 |
|
|
2023
Q4 | $250K | Hold |
996
| – | – | 0.02% | 373 |
|
|
2023
Q3 | $234K | Hold |
996
| – | – | 0.02% | 372 |
|
|
2023
Q2 | $244K | Hold |
996
| – | – | 0.02% | 382 |
|
|
2023
Q1 | $238K | Buy |
+996
| New | +$238K | 0.02% | 389 |
|
|
2022
Q2 | – | Sell |
-796
| Closed | -$203K | – | 534 |
|
|
2022
Q1 | $203K | Sell |
796
-400
| -33% | -$102K | 0.01% | 468 |
|
|
2021
Q4 | $318K | Hold |
1,196
| – | – | 0.02% | 356 |
|
|
2021
Q3 | $295K | Sell |
1,196
-20
| -2% | -$4.93K | 0.02% | 377 |
|
|
2021
Q2 | $300K | Hold |
1,216
| – | – | 0.02% | 364 |
|
|
2021
Q1 | $278K | Buy |
1,216
+190
| +19% | +$43.4K | 0.02% | 362 |
|
|
2020
Q4 | $230K | Sell |
1,026
-75
| -7% | -$16.8K | 0.02% | 385 |
|
|
2020
Q3 | $225K | Buy |
1,101
+26
| +2% | +$5.31K | 0.02% | 366 |
|
|
2020
Q2 | $207K | Buy |
+1,075
| New | +$207K | 0.02% | 373 |
|
|
2017
Q3 | – | Sell |
-1,490
| Closed | -$220K | – | 623 |
|
|
2017
Q2 | $220K | Hold |
1,490
| – | – | 0.03% | 480 |
|
|
2017
Q1 | $205K | Buy |
+1,490
| New | +$205K | 0.03% | 500 |
|