Waverly 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 | $9.45M | Buy |
38,072
+25,120
| +194% | +$6.24M | 0.1% | 197 |
|
|
2025
Q1 | $3.43M | Buy |
12,952
+4,804
| +59% | +$1.27M | 0.04% | 361 |
|
|
2024
Q4 | $2.07M | Sell |
8,148
-134
| -2% | -$34K | 0.03% | 381 |
|
|
2024
Q3 | $2.34M | Buy |
8,282
+110
| +1% | +$31K | 0.04% | 303 |
|
|
2024
Q2 | $2.17M | Sell |
8,172
-102
| -1% | -$27.1K | 0.04% | 302 |
|
|
2024
Q1 | $2.24M | Buy |
8,274
+6,975
| +537% | +$1.89M | 0.05% | 242 |
|
|
2023
Q4 | $326K | Sell |
1,299
-193
| -13% | -$48.4K | 0.01% | 346 |
|
|
2023
Q3 | $351K | Buy |
+1,492
| New | +$351K | 0.02% | 301 |
|