Wealthspan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $950K | Buy |
3,825
+614
| +19% | +$152K | 0.39% | 44 |
|
|
2025
Q1 | $850K | Buy |
3,211
+68
| +2% | +$18K | 0.39% | 43 |
|
|
2024
Q4 | $797K | Sell |
3,143
-90
| -3% | -$22.8K | 0.38% | 44 |
|
|
2024
Q3 | $912K | Sell |
3,233
-46
| -1% | -$13K | 0.45% | 40 |
|
|
2024
Q2 | $872K | Sell |
3,279
-78
| -2% | -$20.7K | 0.48% | 37 |
|
|
2024
Q1 | $908K | Sell |
3,357
-59
| -2% | -$16K | 0.54% | 33 |
|
|
2023
Q4 | $856K | Sell |
3,416
-252
| -7% | -$63.2K | 0.6% | 29 |
|
|
2023
Q3 | $862K | Sell |
3,668
-543
| -13% | -$128K | 0.68% | 27 |
|
|
2023
Q2 | $1.03M | Sell |
4,211
-148
| -3% | -$36.2K | 0.81% | 22 |
|
|
2023
Q1 | $1.04M | Sell |
4,359
-59
| -1% | -$14.1K | 0.89% | 20 |
|
|
2022
Q4 | $1.1M | Buy |
4,418
+527
| +14% | +$131K | 1% | 19 |
|
|
2022
Q3 | $870K | Buy |
3,891
+1,062
| +38% | +$237K | 0.9% | 21 |
|
|
2022
Q2 | $666K | Buy |
2,829
+9
| +0.3% | +$2.12K | 0.69% | 29 |
|
|
2022
Q1 | $717K | Sell |
2,820
-369
| -12% | -$93.8K | 0.65% | 28 |
|
|
2021
Q4 | $850K | Buy |
+3,189
| New | +$850K | 0.75% | 24 |
|