Vickerman Investment Advisors’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.78M | Buy |
72,529
+2,949
| +4% | +$397K | 2.1% | 12 |
|
|
2025
Q1 | $10.2M | Buy |
69,580
+3,434
| +5% | +$501K | 2.3% | 9 |
|
|
2024
Q4 | $9.1M | Sell |
66,146
-280
| -0.4% | -$38.5K | 2.47% | 8 |
|
|
2024
Q3 | $10.2M | Buy |
66,426
+441
| +0.7% | +$67.9K | 3.01% | 6 |
|
|
2024
Q2 | $9.62M | Sell |
65,985
-3,901
| -6% | -$569K | 3.09% | 6 |
|
|
2024
Q1 | $10.3M | Buy |
69,886
+2,079
| +3% | +$307K | 3.33% | 7 |
|
|
2023
Q4 | $9.25M | Buy |
67,807
+6,327
| +10% | +$863K | 3.15% | 6 |
|
|
2023
Q3 | $7.91M | Sell |
61,480
-296
| -0.5% | -$38.1K | 3.23% | 5 |
|
|
2023
Q2 | $8.2M | Buy |
61,776
+433
| +0.7% | +$57.5K | 3.2% | 5 |
|
|
2023
Q1 | $7.94M | Buy |
61,343
+3,054
| +5% | +$395K | 3.13% | 6 |
|
|
2022
Q4 | $7.92M | Sell |
58,289
-326
| -0.6% | -$44.3K | 3.59% | 5 |
|
|
2022
Q3 | $7.1M | Buy |
58,615
+1,831
| +3% | +$222K | 3.43% | 5 |
|
|
2022
Q2 | $7.28M | Sell |
56,784
-1,762
| -3% | -$226K | 3.45% | 5 |
|
|
2022
Q1 | $7.6M | Buy |
58,546
+344
| +0.6% | +$44.6K | 3.37% | 6 |
|
|
2021
Q4 | $8.2M | Sell |
58,202
-5,741
| -9% | -$809K | 3.31% | 8 |
|
|
2021
Q3 | $8.14M | Buy |
+63,943
| New | +$8.14M | 3.25% | 9 |
|