Summit Financial Strategies’s Vanguard Health Care ETF VHT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Sell |
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|
2025
Q1 | $424K | Sell |
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|
2024
Q4 | $433K | Sell |
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|
2024
Q3 | $485K | Buy |
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|
2024
Q2 | $424K | Hold |
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|
2024
Q1 | $431K | Hold |
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|
2023
Q4 | $400K | Sell |
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|
2023
Q3 | $405K | Sell |
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|
2023
Q2 | $446K | Sell |
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|
2023
Q1 | $474K | Hold |
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|
2022
Q4 | $493K | Hold |
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|
2022
Q3 | $444K | Hold |
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|
2022
Q2 | $468K | Hold |
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|
2022
Q1 | $505K | Hold |
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|
2021
Q4 | $529K | Sell |
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|
2021
Q3 | $726K | Hold |
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|
2021
Q2 | $726K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $444K | Buy |
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|
2020
Q3 | $385K | Hold |
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|
2020
Q2 | $363K | Sell |
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|
2020
Q1 | $325K | Hold |
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|
2019
Q4 | $376K | Hold |
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|
2019
Q3 | $328K | Hold |
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|
2019
Q2 | $341K | Hold |
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|
2019
Q1 | $338K | Hold |
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|
2018
Q4 | $315K | Hold |
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|
2018
Q3 | $353K | Buy |
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