Shelton Wealth Management’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 | – | Sell |
-798
| Closed | -$211K | – | 150 |
|
|
2025
Q1 | $211K | Sell |
798
-969
| -55% | -$257K | 0.11% | 111 |
|
|
2024
Q4 | $448K | Sell |
1,767
-453
| -20% | -$115K | 0.23% | 92 |
|
|
2024
Q3 | $626K | Sell |
2,220
-310
| -12% | -$87.5K | 0.34% | 85 |
|
|
2024
Q2 | $673K | Sell |
2,530
-201
| -7% | -$53.5K | 0.38% | 78 |
|
|
2024
Q1 | $739K | Sell |
2,731
-349
| -11% | -$94.4K | 0.46% | 49 |
|
|
2023
Q4 | $772K | Sell |
3,080
-632
| -17% | -$158K | 0.55% | 38 |
|
|
2023
Q3 | $873K | Sell |
3,712
-68
| -2% | -$16K | 0.7% | 24 |
|
|
2023
Q2 | $926K | Sell |
3,780
-84
| -2% | -$20.6K | 0.72% | 24 |
|
|
2023
Q1 | $922K | Sell |
3,864
-2,546
| -40% | -$607K | 0.75% | 23 |
|
|
2022
Q4 | $1.59M | Sell |
6,410
-42
| -0.7% | -$10.4K | 1.26% | 20 |
|
|
2022
Q3 | $1.44M | Buy |
6,452
+1
| +0% | +$224 | 1.29% | 21 |
|
|
2022
Q2 | $1.52M | Buy |
6,451
+534
| +9% | +$126K | 1.29% | 21 |
|
|
2022
Q1 | $1.51M | Buy |
5,917
+3,683
| +165% | +$937K | 1.19% | 18 |
|
|
2021
Q4 | $595K | Buy |
+2,234
| New | +$595K | 0.47% | 29 |
|