Summit Place Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Hold |
1,650
| – | – | 0.21% | 70 |
|
|
2025
Q1 | $437K | Hold |
1,650
| – | – | 0.25% | 70 |
|
|
2024
Q4 | $419K | Hold |
1,650
| – | – | 0.24% | 71 |
|
|
2024
Q3 | $466K | Hold |
1,650
| – | – | 0.26% | 68 |
|
|
2024
Q2 | $439K | Hold |
1,650
| – | – | 0.26% | 69 |
|
|
2024
Q1 | $446K | Hold |
1,650
| – | – | 0.26% | 72 |
|
|
2023
Q4 | $414K | Sell |
1,650
-275
| -14% | -$68.9K | 0.27% | 70 |
|
|
2023
Q3 | $453K | Sell |
1,925
-110
| -5% | -$25.9K | 0.32% | 70 |
|
|
2023
Q2 | $498K | Sell |
2,035
-75
| -4% | -$18.4K | 0.32% | 70 |
|
|
2023
Q1 | $503K | Buy |
2,110
+1,000
| +90% | +$238K | 0.36% | 68 |
|
|
2022
Q4 | $275K | Sell |
1,110
-10
| -0.9% | -$2.48K | 0.23% | 76 |
|
|
2022
Q3 | $251K | Hold |
1,120
| – | – | 0.23% | 79 |
|
|
2022
Q2 | $264K | Hold |
1,120
| – | – | 0.22% | 86 |
|
|
2022
Q1 | $285K | Hold |
1,120
| – | – | 0.19% | 97 |
|
|
2021
Q4 | $298K | Sell |
1,120
-70
| -6% | -$18.6K | 0.21% | 89 |
|
|
2021
Q3 | $294K | Sell |
1,190
-265
| -18% | -$65.5K | 0.21% | 90 |
|
|
2021
Q2 | $360K | Sell |
1,455
-225
| -13% | -$55.7K | 0.26% | 84 |
|
|
2021
Q1 | $384K | Sell |
1,680
-20
| -1% | -$4.57K | 0.31% | 81 |
|
|
2020
Q4 | $380K | Sell |
1,700
-350
| -17% | -$78.2K | 0.33% | 71 |
|
|
2020
Q3 | $418K | Buy |
+2,050
| New | +$418K | 0.42% | 70 |
|