WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-95
| Closed | -$23.2K | – | 1143 |
|
|
2023
Q2 | $23.2K | Hold |
95
| – | – | ﹤0.01% | 651 |
|
|
2023
Q1 | $22.6K | Buy |
+95
| New | +$22.6K | ﹤0.01% | 702 |
|
|
2016
Q3 | $246K | Sell |
1,855
-2,405
| -56% | -$318K | 0.08% | 132 |
|
|
2016
Q2 | $307K | Buy |
+4,260
| New | +$307K | 0.04% | 287 |
|
|
2015
Q4 | $453K | Buy |
+9,745
| New | +$453K | 0.07% | 165 |
|
|
2015
Q2 | $472K | Sell |
3,375
-885
| -21% | -$124K | 0.21% | 63 |
|
|
2015
Q1 | $579K | Buy |
+4,260
| New | +$579K | 0.27% | 65 |
|