United Asset Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-753
| Closed | -$201K | – | 237 |
|
|
2021
Q4 | $201K | Buy |
+753
| New | +$201K | 0.02% | 200 |
|
|
2021
Q1 | – | Sell |
-1,000
| Closed | -$224K | – | 230 |
|
|
2020
Q4 | $224K | Hold |
1,000
| – | – | 0.04% | 190 |
|
|
2020
Q3 | $204K | Sell |
1,000
-375
| -27% | -$76.5K | 0.04% | 177 |
|
|
2020
Q2 | $265K | Hold |
1,375
| – | – | 0.05% | 162 |
|
|
2020
Q1 | $228K | Sell |
1,375
-50
| -4% | -$8.29K | 0.06% | 158 |
|
|
2019
Q4 | $273K | Hold |
1,425
| – | – | 0.05% | 174 |
|
|
2019
Q3 | $239K | Hold |
1,425
| – | – | 0.05% | 161 |
|
|
2019
Q2 | $248K | Hold |
1,425
| – | – | 0.06% | 163 |
|
|
2019
Q1 | $246K | Hold |
1,425
| – | – | 0.06% | 177 |
|
|
2018
Q4 | $229K | Buy |
+1,425
| New | +$229K | 0.06% | 171 |
|