Steward Partners Investment Advisory’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 | $5.62M | Buy |
22,611
+4,220
| +23% | +$1.05M | 0.04% | 394 |
|
|
2025
Q1 | $4.87M | Buy |
18,391
+1,089
| +6% | +$288K | 0.04% | 406 |
|
|
2024
Q4 | $4.39M | Buy |
17,302
+277
| +2% | +$70.3K | 0.04% | 412 |
|
|
2024
Q3 | $4.8M | Buy |
17,025
+88
| +0.5% | +$24.8K | 0.04% | 372 |
|
|
2024
Q2 | $4.51M | Sell |
16,937
-1,323
| -7% | -$352K | 0.05% | 355 |
|
|
2024
Q1 | $4.94M | Sell |
18,260
-309
| -2% | -$83.6K | 0.05% | 338 |
|
|
2023
Q4 | $4.66M | Sell |
18,569
-513
| -3% | -$129K | 0.06% | 301 |
|
|
2023
Q3 | $4.49M | Buy |
19,082
+62
| +0.3% | +$14.6K | 0.07% | 280 |
|
|
2023
Q2 | $4.66M | Sell |
19,020
-2,707
| -12% | -$663K | 0.07% | 274 |
|
|
2023
Q1 | $5.18M | Buy |
21,727
+405
| +2% | +$96.6K | 0.08% | 246 |
|
|
2022
Q4 | $5.29M | Sell |
21,322
-10,713
| -33% | -$2.66M | 0.09% | 241 |
|
|
2022
Q3 | $7.17M | Buy |
32,035
+6,443
| +25% | +$1.44M | 0.13% | 171 |
|
|
2022
Q2 | $6.03M | Sell |
25,592
-416
| -2% | -$98K | 0.11% | 203 |
|
|
2022
Q1 | $6.62M | Buy |
26,008
+9,481
| +57% | +$2.41M | 0.1% | 212 |
|
|
2021
Q4 | $4.4M | Buy |
16,527
+1,389
| +9% | +$370K | 0.07% | 294 |
|
|
2021
Q3 | $3.74M | Buy |
15,138
+530
| +4% | +$131K | 0.06% | 304 |
|
|
2021
Q2 | $3.61M | Sell |
14,608
-3,888
| -21% | -$961K | 0.06% | 311 |
|
|
2021
Q1 | $4.23M | Buy |
18,496
+5,465
| +42% | +$1.25M | 0.07% | 278 |
|
|
2020
Q4 | $2.92M | Sell |
13,031
-6,793
| -34% | -$1.52M | 0.06% | 300 |
|
|
2020
Q3 | $4.04M | Buy |
19,824
+770
| +4% | +$157K | 0.1% | 213 |
|
|
2020
Q2 | $3.67M | Sell |
19,054
-762
| -4% | -$147K | 0.1% | 206 |
|
|
2020
Q1 | $3.29M | Buy |
19,816
+2,213
| +13% | +$368K | 0.12% | 184 |
|
|
2019
Q4 | $3.38M | Buy |
17,603
+1,604
| +10% | +$308K | 0.1% | 213 |
|
|
2019
Q3 | $2.68M | Buy |
15,999
+5,192
| +48% | +$870K | 0.09% | 229 |
|
|
2019
Q2 | $1.88M | Buy |
10,807
+1,757
| +19% | +$305K | 0.07% | 264 |
|
|
2019
Q1 | $1.56M | Sell |
9,050
-27
| -0.3% | -$4.66K | 0.07% | 277 |
|
|
2018
Q4 | $1.46M | Sell |
9,077
-552
| -6% | -$88.6K | 0.07% | 275 |
|
|
2018
Q3 | $1.74M | Sell |
9,629
-19,611
| -67% | -$3.54M | 0.08% | 247 |
|
|
2018
Q2 | $4.65M | Buy |
29,240
+2,861
| +11% | +$455K | 0.28% | 85 |
|
|
2018
Q1 | $4.05M | Buy |
26,379
+3,152
| +14% | +$484K | 0.28% | 89 |
|
|
2017
Q4 | $3.58M | Buy |
23,227
+372
| +2% | +$57.3K | 0.27% | 97 |
|
|
2017
Q3 | $3.48M | Buy |
22,855
+726
| +3% | +$111K | 0.35% | 71 |
|
|
2017
Q2 | $3.26M | Buy |
22,129
+3,898
| +21% | +$574K | 0.37% | 71 |
|
|
2017
Q1 | $2.51M | Buy |
+18,231
| New | +$2.51M | 0.38% | 68 |
|