Spire Wealth Management’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
$794K Sell
3,198
-555
-15% -$138K 0.03% 401
2025
Q1
$994K Sell
3,753
-79
-2% -$20.9K 0.03% 402
2024
Q4
$972K Sell
3,832
-62
-2% -$15.7K 0.03% 399
2024
Q3
$1.1M Sell
3,894
-29
-0.7% -$8.19K 0.04% 358
2024
Q2
$1.04M Sell
3,923
-128
-3% -$34K 0.04% 333
2024
Q1
$1.1M Sell
4,051
-224
-5% -$60.6K 0.02% 354
2023
Q4
$1.09M Sell
4,275
-509
-11% -$130K 0.04% 343
2023
Q3
$1.12M Sell
4,784
-1,573
-25% -$370K 0.04% 308
2023
Q2
$1.56M Sell
6,357
-201
-3% -$49.2K 0.06% 265
2023
Q1
$1.56M Buy
6,558
+251
+4% +$59.9K 0.06% 263
2022
Q4
$1.56M Buy
6,307
+658
+12% +$163K 0.09% 185
2022
Q3
$1.26M Sell
5,649
-4,000
-41% -$895K 0.08% 178
2022
Q2
$2.27M Buy
9,649
+828
+9% +$195K 0.09% 188
2022
Q1
$2.27M Buy
8,821
+803
+10% +$206K 0.06% 249
2021
Q4
$2.14M Buy
8,018
+428
+6% +$114K 0.05% 301
2021
Q3
$1.88M Buy
7,590
+411
+6% +$102K 0.05% 291
2021
Q2
$1.77M Sell
7,179
-208
-3% -$51.4K 0.05% 314
2021
Q1
$1.68M Buy
+7,387
New +$1.68M 0.04% 323