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
2026 Q1	$250K	Sell	918 -296	-24%	-$84.6K	0.02%	139
2025 Q4	$349K	Sell	1,214 -26	-2%	-$7.26K	0.03%	115
2025 Q3	$322K	Sell	1,240 -189	-13%	-$47.4K	0.03%	119
2025 Q2	$355K	Sell	1,429 -173	-11%	-$42.8K	0.03%	111
2025 Q1	$424K	Sell	1,602 -104	-6%	-$27.7K	0.04%	94
2024 Q4	$433K	Sell	1,706 -12	-0.7%	-$3.23K	0.05%	92
2024 Q3	$485K	Buy	1,718 +124	+8%	+$34.4K	0.05%	85
2024 Q2	$424K	Hold	1,594	–	–	0.05%	90
2024 Q1	$431K	Hold	1,594	–	–	0.06%	88
2023 Q4	$400K	Sell	1,594 -127	-7%	-$30.1K	0.06%	89
2023 Q3	$405K	Sell	1,721 -100	-5%	-$24.4K	0.08%	77
2023 Q2	$446K	Sell	1,821 -165	-8%	-$40.1K	0.08%	71
2023 Q1	$474K	Hold	1,986	–	–	0.09%	73
2022 Q4	$493K	Hold	1,986	–	–	0.11%	67
2022 Q3	$444K	Hold	1,986	–	–	0.11%	66
2022 Q2	$468K	Hold	1,986	–	–	0.11%	66
2022 Q1	$505K	Hold	1,986	–	–	0.1%	63
2021 Q4	$529K	Sell	1,986 -950	-32%	-$242K	0.1%	61
2021 Q3	$726K	Hold	2,936	–	–	0.15%	51
2021 Q2	$726K	Buy	+2,936	New	+$702K	0.15%	52
2021 Q1	–	Sell	-1,986	Closed	-$444K	–	76
2020 Q4	$444K	Buy	1,986 +100	+5%	+$21.4K	0.15%	45
2020 Q3	$385K	Hold	1,886	–	–	0.16%	42
2020 Q2	$363K	Sell	1,886 -73	-4%	-$13.7K	0.16%	42
2020 Q1	$325K	Hold	1,959	–	–	0.18%	37
2019 Q4	$376K	Hold	1,959	–	–	0.18%	37
2019 Q3	$328K	Hold	1,959	–	–	0.16%	40
2019 Q2	$341K	Hold	1,959	–	–	0.17%	36
2019 Q1	$338K	Hold	1,959	–	–	0.17%	35
2018 Q4	$315K	Hold	1,959	–	–	0.18%	38
2018 Q3	$353K	Buy	+1,959	New	+$337K	0.16%	33