Vaughan David Investments’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.21M | Buy |
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|
2025
Q2 | $3.88M | Buy |
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|
2025
Q1 | $3.96M | Sell |
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|
2024
Q4 | $3.78M | Buy |
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|
2024
Q3 | $3.39M | Buy |
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|
2024
Q2 | $3.06M | Buy |
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|
2024
Q1 | $2.21M | Sell |
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|
2023
Q4 | $2.47M | Sell |
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|
2023
Q3 | $4.14M | Sell |
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|
2023
Q2 | $4.29M | Sell |
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|
2023
Q1 | $4.24M | Buy |
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|
2022
Q4 | $4.42M | Buy |
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|
2022
Q3 | $3.85M | Sell |
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|
2022
Q2 | $4.11M | Sell |
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|
2022
Q1 | $4.48M | Buy |
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|
2021
Q4 | $4.58M | Buy |
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|
2021
Q3 | $4.06M | Sell |
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|
2021
Q2 | $4.32M | Sell |
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|
2021
Q1 | $4.15M | Buy |
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|
2020
Q4 | $3.6M | Buy |
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|
2020
Q3 | $2.8M | Buy |
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|
2020
Q2 | $2.37M | Sell |
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|
2020
Q1 | $2.17M | Sell |
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|
2019
Q4 | $2.55M | Buy |
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|
2019
Q3 | $2.14M | Buy |
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|
2019
Q2 | $2.04M | Buy |
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|
2019
Q1 | $1.88M | Buy |
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|
2018
Q4 | $1.4M | Buy |
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