Summit Place Financial Advisors’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
Q3 | $428K | Hold |
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|
2025
Q2 | $410K | Hold |
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|
2025
Q1 | $437K | Hold |
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|
2024
Q4 | $419K | Hold |
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|
2024
Q3 | $466K | Hold |
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|
2024
Q2 | $439K | Hold |
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|
2024
Q1 | $446K | Hold |
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|
2023
Q4 | $414K | Sell |
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|
2023
Q3 | $453K | Sell |
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|
2023
Q2 | $498K | Sell |
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|
2023
Q1 | $503K | Buy |
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|
2022
Q4 | $275K | Sell |
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|
2022
Q3 | $251K | Hold |
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|
2022
Q2 | $264K | Hold |
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|
2022
Q1 | $285K | Hold |
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|
2021
Q4 | $298K | Sell |
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|
2021
Q3 | $294K | Sell |
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|
2021
Q2 | $360K | Sell |
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|
2021
Q1 | $384K | Sell |
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|
2020
Q4 | $380K | Sell |
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|
2020
Q3 | $418K | Buy |
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