U.S. Capital Wealth 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 | $1.9M | Buy |
7,660
+5,261
| +219% | +$1.31M | 0.06% | 309 |
|
|
2025
Q1 | $635K | Buy |
2,399
+56
| +2% | +$14.8K | 0.02% | 531 |
|
|
2024
Q4 | $594K | Buy |
2,343
+1,283
| +121% | +$325K | 0.02% | 527 |
|
|
2024
Q3 | $299K | Buy |
+1,060
| New | +$299K | 0.01% | 587 |
|
|
2024
Q2 | – | Sell |
-1,087
| Closed | -$294K | – | 710 |
|
|
2024
Q1 | $294K | Hold |
1,087
| – | – | 0.01% | 573 |
|
|
2023
Q4 | $273K | Hold |
1,087
| – | – | 0.01% | 574 |
|
|
2023
Q3 | $256K | Buy |
1,087
+117
| +12% | +$27.5K | 0.01% | 550 |
|
|
2023
Q2 | $237K | Buy |
+970
| New | +$237K | 0.01% | 585 |
|
|
2023
Q1 | – | Sell |
-932
| Closed | -$231K | – | 1502 |
|
|
2022
Q4 | $231K | Buy |
+932
| New | +$231K | 0.01% | 575 |
|
|
2022
Q3 | – | Sell |
-1,492
| Closed | -$351K | – | 691 |
|
|
2022
Q2 | $351K | Sell |
1,492
-48
| -3% | -$11.3K | 0.02% | 531 |
|
|
2022
Q1 | $392K | Sell |
1,540
-122
| -7% | -$31.1K | 0.01% | 557 |
|
|
2021
Q4 | $443K | Buy |
1,662
+69
| +4% | +$18.4K | 0.02% | 538 |
|
|
2021
Q3 | $394K | Buy |
+1,593
| New | +$394K | 0.02% | 550 |
|