Shepherd Financial Partners’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 | $298K | Hold |
1,201
| – | – | 0.03% | 200 |
|
|
2025
Q1 | $318K | Hold |
1,201
| – | – | 0.04% | 179 |
|
|
2024
Q4 | $305K | Hold |
1,201
| – | – | 0.04% | 177 |
|
|
2024
Q3 | $339K | Hold |
1,201
| – | – | 0.04% | 167 |
|
|
2024
Q2 | $319K | Hold |
1,201
| – | – | 0.04% | 177 |
|
|
2024
Q1 | $325K | Hold |
1,201
| – | – | 0.04% | 177 |
|
|
2023
Q4 | $301K | Hold |
1,201
| – | – | 0.04% | 177 |
|
|
2023
Q3 | $282K | Hold |
1,201
| – | – | 0.04% | 165 |
|
|
2023
Q2 | $294K | Sell |
1,201
-400
| -25% | -$97.9K | 0.05% | 160 |
|
|
2023
Q1 | $382K | Hold |
1,601
| – | – | 0.06% | 145 |
|
|
2022
Q4 | $397K | Hold |
1,601
| – | – | 0.07% | 131 |
|
|
2022
Q3 | $358K | Buy |
1,601
+179
| +13% | +$40K | 0.07% | 129 |
|
|
2022
Q2 | $335K | Hold |
1,422
| – | – | 0.07% | 131 |
|
|
2022
Q1 | $361K | Hold |
1,422
| – | – | 0.06% | 130 |
|
|
2021
Q4 | $379K | Hold |
1,422
| – | – | 0.07% | 126 |
|
|
2021
Q3 | $352K | Hold |
1,422
| – | – | 0.07% | 122 |
|
|
2021
Q2 | $351K | Buy |
1,422
+221
| +18% | +$54.6K | 0.07% | 123 |
|
|
2021
Q1 | $275K | Hold |
1,201
| – | – | 0.06% | 129 |
|
|
2020
Q4 | $269K | Buy |
+1,201
| New | +$269K | 0.06% | 121 |
|