Stockman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,092
| Closed | -$257K | – | 185 |
|
|
2023
Q3 | $257K | Hold |
1,092
| – | – | 0.06% | 152 |
|
|
2023
Q2 | $267K | Sell |
1,092
-150
| -12% | -$36.7K | 0.06% | 158 |
|
|
2023
Q1 | $296K | Buy |
1,242
+200
| +19% | +$47.7K | 0.07% | 158 |
|
|
2022
Q4 | $258K | Hold |
1,042
| – | – | 0.06% | 169 |
|
|
2022
Q3 | $233K | Hold |
1,042
| – | – | 0.06% | 161 |
|
|
2022
Q2 | $245K | Hold |
1,042
| – | – | 0.06% | 166 |
|
|
2022
Q1 | $265K | Hold |
1,042
| – | – | 0.06% | 167 |
|
|
2021
Q4 | $278K | Hold |
1,042
| – | – | 0.06% | 168 |
|
|
2021
Q3 | $258K | Hold |
1,042
| – | – | 0.06% | 173 |
|
|
2021
Q2 | $258K | Hold |
1,042
| – | – | 0.06% | 167 |
|
|
2021
Q1 | $238K | Hold |
1,042
| – | – | 0.07% | 164 |
|
|
2020
Q4 | $233K | Hold |
1,042
| – | – | 0.07% | 156 |
|
|
2020
Q3 | $213K | Hold |
1,042
| – | – | 0.08% | 149 |
|
|
2020
Q2 | $201K | Buy |
+1,042
| New | +$201K | 0.08% | 150 |
|