Sovereign Financial Group’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 | $286K | Sell |
1,150
-243
| -17% | -$60.3K | 0.06% | 259 |
|
|
2025
Q1 | $369K | Buy |
1,393
+271
| +24% | +$71.8K | 0.08% | 205 |
|
|
2024
Q4 | $285K | Buy |
1,122
+25
| +2% | +$6.34K | 0.07% | 237 |
|
|
2024
Q3 | $309K | Sell |
1,097
-17
| -2% | -$4.8K | 0.07% | 221 |
|
|
2024
Q2 | $296K | Sell |
1,114
-54
| -5% | -$14.4K | 0.07% | 215 |
|
|
2024
Q1 | $316K | Buy |
1,168
+18
| +2% | +$4.87K | 0.08% | 209 |
|
|
2023
Q4 | $288K | Buy |
+1,150
| New | +$288K | 0.09% | 193 |
|
|
2021
Q4 | – | Sell |
-1,229
| Closed | -$304K | – | 216 |
|
|
2021
Q3 | $304K | Buy |
1,229
+175
| +17% | +$43.3K | 0.17% | 123 |
|
|
2021
Q2 | $241K | Hold |
1,054
| – | – | 0.15% | 137 |
|
|
2021
Q1 | $241K | Sell |
1,054
-120
| -10% | -$27.4K | 0.15% | 137 |
|
|
2020
Q4 | $263K | Buy |
+1,174
| New | +$263K | 0.19% | 108 |
|