SOA Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$72.9K	Buy	268 +1	+0.4%	+$286	0.01%	308
2025 Q4	$76.8K	Buy	267 +2	+0.8%	+$559	0.01%	306
2025 Q3	$68.8K	Sell	265 -220	-45%	-$55.2K	0.01%	333
2025 Q2	$121K	Buy	485 +2	+0.4%	+$494	0.02%	258
2025 Q1	$128K	Sell	483 -28	-5%	-$7.46K	0.03%	235
2024 Q4	$130K	Sell	511 -25	-5%	-$6.74K	0.02%	226
2024 Q3	$151K	Buy	536 +1	+0.2%	+$278	0.03%	210
2024 Q2	$142K	Hold	535	–	–	0.03%	212
2024 Q1	$145K	Buy	535 +2	+0.4%	+$525	0.03%	209
2023 Q4	$134K	Buy	533 +3	+0.6%	+$711	0.03%	210
2023 Q3	$125K	Buy	530 +2	+0.4%	+$488	0.03%	207
2023 Q2	$129K	Sell	528 -138	-21%	-$33.6K	0.03%	207
2023 Q1	$159K	Hold	666	–	–	0.04%	180
2022 Q4	$165K	Sell	666 -19	-3%	-$4.61K	0.04%	168
2022 Q3	$153K	Buy	685 +406	+146%	+$96.9K	0.05%	163
2022 Q2	$65K	Buy	279 +83	+42%	+$20K	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%	+$3.85K	0.01%	313
2021 Q2	$44K	Buy	181 +54	+43%	+$12.9K	0.01%	321
2021 Q1	$29K	Buy	127 +37	+41%	+$8.49K	0.01%	343
2020 Q4	$21K	Buy	+90	New	+$19.2K	0.01%	397