SOA Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $121K | Buy |
485
+2
| +0.4% | +$497 | 0.02% | 258 |
|
|
2025
Q1 | $128K | Sell |
483
-28
| -5% | -$7.42K | 0.03% | 235 |
|
|
2024
Q4 | $130K | Sell |
511
-25
| -5% | -$6.34K | 0.02% | 226 |
|
|
2024
Q3 | $151K | Buy |
536
+1
| +0.2% | +$282 | 0.03% | 210 |
|
|
2024
Q2 | $142K | Hold |
535
| – | – | 0.03% | 212 |
|
|
2024
Q1 | $145K | Buy |
535
+2
| +0.4% | +$541 | 0.03% | 209 |
|
|
2023
Q4 | $134K | Buy |
533
+3
| +0.6% | +$752 | 0.03% | 210 |
|
|
2023
Q3 | $125K | Buy |
530
+2
| +0.4% | +$470 | 0.03% | 207 |
|
|
2023
Q2 | $129K | Sell |
528
-138
| -21% | -$33.8K | 0.03% | 207 |
|
|
2023
Q1 | $159K | Hold |
666
| – | – | 0.04% | 180 |
|
|
2022
Q4 | $165K | Sell |
666
-19
| -3% | -$4.71K | 0.04% | 168 |
|
|
2022
Q3 | $153K | Buy |
685
+406
| +146% | +$90.7K | 0.05% | 163 |
|
|
2022
Q2 | $65K | Buy |
279
+83
| +42% | +$19.3K | 0.02% | 238 |
|
|
2022
Q1 | $49K | Hold |
196
| – | – | 0.01% | 316 |
|
|
2021
Q4 | $52K | Hold |
196
| – | – | 0.01% | 294 |
|
|
2021
Q3 | $48K | Buy |
196
+15
| +8% | +$3.67K | 0.01% | 313 |
|
|
2021
Q2 | $44K | Buy |
181
+54
| +43% | +$13.1K | 0.01% | 321 |
|
|
2021
Q1 | $29K | Buy |
127
+37
| +41% | +$8.45K | 0.01% | 343 |
|
|
2020
Q4 | $21K | Buy |
+90
| New | +$21K | 0.01% | 397 |
|