Teamwork 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,050
| Closed | -$284K | – | 186 |
|
|
2024
Q1 | $284K | Sell |
1,050
-698
| -40% | -$189K | 0.04% | 150 |
|
|
2023
Q4 | $438K | Sell |
1,748
-291
| -14% | -$72.9K | 0.08% | 106 |
|
|
2023
Q3 | $480K | Buy |
2,039
+33
| +2% | +$7.76K | 0.08% | 132 |
|
|
2023
Q2 | $491K | Buy |
2,006
+109
| +6% | +$26.7K | 0.08% | 128 |
|
|
2023
Q1 | $452K | Sell |
1,897
-178
| -9% | -$42.5K | 0.08% | 130 |
|
|
2022
Q4 | $515K | Buy |
2,075
+174
| +9% | +$43.2K | 0.1% | 121 |
|
|
2022
Q3 | $425K | Sell |
1,901
-326
| -15% | -$72.9K | 0.09% | 130 |
|
|
2022
Q2 | $524K | Sell |
2,227
-6,573
| -75% | -$1.55M | 0.11% | 123 |
|
|
2022
Q1 | $2.24M | Buy |
8,800
+5,708
| +185% | +$1.45M | 0.42% | 54 |
|
|
2021
Q4 | $824K | Buy |
+3,092
| New | +$824K | 0.15% | 135 |
|