SFS
Sowell Financial Services’s Vanguard Health Care ETF VHT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $354K | Buy |
1,425
+8
| +0.6% | +$1.99K | 0.01% | 720 |
|
2025
Q1 | $375K | Buy |
+1,417
| New | +$375K | 0.02% | 671 |
|
2023
Q2 | – | Sell |
-7,211
| Closed | -$1.72M | – | 825 |
|
2023
Q1 | $1.72M | Buy |
+7,211
| New | +$1.72M | 0.13% | 183 |
|
2021
Q2 | – | Sell |
-9,375
| Closed | -$2.23M | – | 2662 |
|
2021
Q1 | $2.23M | Sell |
9,375
-4,934
| -34% | -$1.17M | 0.08% | 224 |
|
2020
Q4 | $3.2M | Buy |
14,309
+419
| +3% | +$93.7K | 0.14% | 137 |
|
2020
Q3 | $2.83M | Sell |
13,890
-6,967
| -33% | -$1.42M | 0.14% | 129 |
|
2020
Q2 | $4.02M | Buy |
20,857
+10,245
| +97% | +$1.97M | 0.22% | 103 |
|
2020
Q1 | $1.76M | Buy |
10,612
+3,837
| +57% | +$637K | 0.13% | 173 |
|
2019
Q4 | $1.3M | Sell |
6,775
-115
| -2% | -$22K | 0.1% | 215 |
|
2019
Q3 | $1.16M | Buy |
+6,890
| New | +$1.16M | 0.1% | 221 |
|
2019
Q1 | $541K | Sell |
3,135
-3,121
| -50% | -$539K | 0.06% | 309 |
|
2018
Q4 | $1.01M | Buy |
+6,256
| New | +$1.01M | 0.14% | 158 |
|