United Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Buy |
1,017
+21
| +2% | +$5.22K | ﹤0.01% | 970 |
|
|
2025
Q1 | $264K | Sell |
996
-173
| -15% | -$45.8K | ﹤0.01% | 922 |
|
|
2024
Q4 | $296K | Buy |
+1,169
| New | +$296K | ﹤0.01% | 876 |
|
|
2023
Q4 | – | Sell |
-1,116
| Closed | -$262K | – | 1122 |
|
|
2023
Q3 | $262K | Sell |
1,116
-2,901
| -72% | -$682K | ﹤0.01% | 751 |
|
|
2023
Q2 | $984K | Sell |
4,017
-852
| -17% | -$209K | 0.01% | 552 |
|
|
2023
Q1 | $1.16M | Sell |
4,869
-6,839
| -58% | -$1.63M | 0.01% | 540 |
|
|
2022
Q4 | $2.9M | Buy |
11,708
+2,244
| +24% | +$557K | 0.02% | 413 |
|
|
2022
Q3 | $2.12M | Buy |
9,464
+165
| +2% | +$36.9K | 0.01% | 464 |
|
|
2022
Q2 | $2.19M | Sell |
9,299
-192
| -2% | -$45.2K | 0.01% | 472 |
|
|
2022
Q1 | $2.41M | Sell |
9,491
-729
| -7% | -$185K | 0.01% | 481 |
|
|
2021
Q4 | $2.72M | Buy |
10,220
+1,513
| +17% | +$403K | 0.01% | 479 |
|
|
2021
Q3 | $2.15M | Buy |
8,707
+198
| +2% | +$48.9K | 0.01% | 510 |
|
|
2021
Q2 | $2.1M | Sell |
8,509
-357
| -4% | -$88.2K | 0.01% | 527 |
|
|
2021
Q1 | $2.03M | Buy |
8,866
+233
| +3% | +$53.3K | 0.01% | 506 |
|
|
2020
Q4 | $1.93M | Sell |
8,633
-752
| -8% | -$168K | 0.01% | 513 |
|
|
2020
Q3 | $1.92M | Sell |
9,385
-99
| -1% | -$20.2K | 0.01% | 508 |
|
|
2020
Q2 | $1.83M | Buy |
9,484
+1,081
| +13% | +$208K | 0.01% | 537 |
|
|
2020
Q1 | $1.4M | Sell |
8,403
-342
| -4% | -$56.8K | 0.01% | 561 |
|
|
2019
Q4 | $1.68M | Buy |
8,745
+959
| +12% | +$184K | 0.01% | 632 |
|
|
2019
Q3 | $1.31M | Buy |
7,786
+5,851
| +302% | +$981K | 0.01% | 671 |
|
|
2019
Q2 | $337K | Sell |
1,935
-261
| -12% | -$45.5K | ﹤0.01% | 1154 |
|
|
2019
Q1 | $379K | Sell |
2,196
-873
| -28% | -$151K | ﹤0.01% | 1048 |
|
|
2018
Q4 | $493K | Sell |
3,069
-140
| -4% | -$22.5K | ﹤0.01% | 924 |
|
|
2018
Q3 | $579K | Sell |
3,209
-45
| -1% | -$8.12K | ﹤0.01% | 932 |
|
|
2018
Q2 | $518K | Sell |
3,254
-541
| -14% | -$86.1K | ﹤0.01% | 934 |
|
|
2018
Q1 | $583K | Sell |
3,795
-235
| -6% | -$36.1K | ﹤0.01% | 923 |
|
|
2017
Q4 | $626K | Sell |
4,030
-1,438
| -26% | -$223K | ﹤0.01% | 901 |
|
|
2017
Q3 | $833K | Sell |
5,468
-816
| -13% | -$124K | 0.01% | 821 |
|
|
2017
Q2 | $926K | Sell |
6,284
-1,646
| -21% | -$243K | 0.01% | 785 |
|
|
2017
Q1 | $1.09M | Sell |
7,930
-681
| -8% | -$93.9K | 0.01% | 719 |
|
|
2016
Q4 | $1.09M | Sell |
8,611
-2,118
| -20% | -$269K | 0.01% | 735 |
|
|
2016
Q3 | $1.43M | Buy |
10,729
+8,011
| +295% | +$1.06M | 0.01% | 678 |
|
|
2016
Q2 | $353K | Sell |
2,718
-22
| -0.8% | -$2.86K | ﹤0.01% | 1001 |
|
|
2016
Q1 | $338K | Sell |
2,740
-14
| -0.5% | -$1.73K | ﹤0.01% | 976 |
|
|
2015
Q4 | $366K | Sell |
2,754
-379
| -12% | -$50.4K | ﹤0.01% | 964 |
|
|
2015
Q3 | $384K | Buy |
3,133
+571
| +22% | +$70K | ﹤0.01% | 976 |
|
|
2015
Q2 | $359K | Buy |
+2,562
| New | +$359K | ﹤0.01% | 1025 |
|
|
2014
Q2 | – | Sell |
-4,805
| Closed | -$514K | – | 933 |
|
|
2014
Q1 | $514K | Sell |
4,805
-1,228
| -20% | -$131K | 0.01% | 630 |
|
|
2013
Q4 | $610K | Sell |
6,033
-1,121
| -16% | -$113K | 0.02% | 406 |
|
|
2013
Q3 | $666K | Hold |
7,154
| – | – | 0.02% | 400 |
|
|
2013
Q2 | $618K | Buy |
+7,154
| New | +$618K | 0.02% | 475 |
|