The Family Firm’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 | – | Sell |
-1,382
| Closed | -$366K | – | 196 |
|
|
2025
Q1 | $366K | Buy |
1,382
+5
| +0.4% | +$1.32K | 0.08% | 143 |
|
|
2024
Q4 | $350K | Buy |
1,377
+409
| +42% | +$104K | 0.08% | 149 |
|
|
2024
Q3 | $273K | Buy |
968
+7
| +0.7% | +$1.98K | 0.06% | 176 |
|
|
2024
Q2 | $256K | Hold |
961
| – | – | 0.06% | 174 |
|
|
2024
Q1 | $260K | Sell |
961
-111
| -10% | -$30K | 0.06% | 169 |
|
|
2023
Q4 | $269K | Buy |
1,072
+7
| +0.7% | +$1.76K | 0.07% | 160 |
|
|
2023
Q3 | $250K | Buy |
1,065
+4
| +0.4% | +$940 | 0.07% | 151 |
|
|
2023
Q2 | $260K | Hold |
1,061
| – | – | 0.07% | 157 |
|
|
2023
Q1 | $253K | Buy |
1,061
+3
| +0.3% | +$715 | 0.07% | 154 |
|
|
2022
Q4 | $262K | Buy |
1,058
+8
| +0.8% | +$1.98K | 0.08% | 153 |
|
|
2022
Q3 | $235K | Buy |
1,050
+51
| +5% | +$11.4K | 0.08% | 155 |
|
|
2022
Q2 | $235K | Sell |
999
-6
| -0.6% | -$1.41K | 0.07% | 165 |
|
|
2022
Q1 | $256K | Buy |
1,005
+2
| +0.2% | +$509 | 0.07% | 161 |
|
|
2021
Q4 | $267K | Buy |
1,003
+3
| +0.3% | +$799 | 0.07% | 154 |
|
|
2021
Q3 | $253K | Buy |
1,000
+3
| +0.3% | +$759 | 0.07% | 152 |
|
|
2021
Q2 | $246K | Buy |
997
+3
| +0.3% | +$740 | 0.07% | 153 |
|
|
2021
Q1 | $227K | Sell |
994
-518
| -34% | -$118K | 0.07% | 155 |
|
|
2020
Q4 | $351K | Buy |
+1,512
| New | +$351K | 0.1% | 114 |
|