Tradition Wealth Management’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
Q1 | – | Sell |
-531
| Closed | -$133K | – | 1164 |
|
|
2023
Q4 | $133K | Sell |
531
-21
| -4% | -$5.26K | 0.01% | 396 |
|
|
2023
Q3 | $130K | Hold |
552
| – | – | 0.02% | 377 |
|
|
2023
Q2 | $135K | Sell |
552
-200
| -27% | -$48.9K | 0.02% | 392 |
|
|
2023
Q1 | $179K | Buy |
752
+22
| +3% | +$5.24K | 0.02% | 319 |
|
|
2022
Q4 | $181K | Hold |
730
| – | – | 0.03% | 276 |
|
|
2022
Q3 | $163K | Hold |
730
| – | – | 0.02% | 285 |
|
|
2022
Q2 | $172K | Sell |
730
-50
| -6% | -$11.8K | 0.03% | 283 |
|
|
2022
Q1 | $198K | Hold |
780
| – | – | 0.03% | 293 |
|
|
2021
Q4 | $208K | Hold |
780
| – | – | 0.03% | 299 |
|
|
2021
Q3 | $193K | Hold |
780
| – | – | 0.03% | 281 |
|
|
2021
Q2 | $193K | Hold |
780
| – | – | 0.03% | 287 |
|
|
2021
Q1 | $178K | Sell |
780
-100
| -11% | -$22.8K | 0.03% | 261 |
|
|
2020
Q4 | $197K | Buy |
+880
| New | +$197K | 0.04% | 236 |
|