Stonebridge Financial Planning 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-325
| Closed | -$79K | – | 356 |
|
|
2021
Q4 | $79K | Hold |
325
| – | – | 0.04% | 181 |
|
|
2021
Q3 | $85K | Buy |
325
+190
| +141% | +$49.7K | 0.04% | 181 |
|
|
2021
Q2 | $34K | Sell |
135
-3
| -2% | -$756 | 0.02% | 250 |
|
|
2021
Q1 | $32K | Buy |
138
+3
| +2% | +$696 | 0.02% | 252 |
|
|
2020
Q4 | $30K | Hold |
135
| – | – | 0.02% | 236 |
|
|
2020
Q3 | $28K | Hold |
135
| – | – | 0.02% | 232 |
|
|
2020
Q2 | $26K | Hold |
135
| – | – | 0.02% | 234 |
|
|
2020
Q1 | $24K | Sell |
135
-40
| -23% | -$7.11K | 0.02% | 232 |
|
|
2019
Q4 | $34K | Buy |
+175
| New | +$34K | 0.03% | 196 |
|