Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $727K | Buy |
3,564
+744
| +26% | +$152K | 0.03% | 217 |
|
|
2020
Q2 | $543K | Sell |
2,820
-59
| -2% | -$11.4K | 0.04% | 241 |
|
|
2020
Q1 | $478K | Sell |
2,879
-216
| -7% | -$35.9K | 0.04% | 236 |
|
|
2019
Q4 | $593K | Sell |
3,095
-135
| -4% | -$25.9K | 0.04% | 246 |
|
|
2019
Q3 | $542K | Sell |
3,230
-522
| -14% | -$87.6K | 0.04% | 246 |
|
|
2019
Q2 | $653K | Buy |
3,752
+92
| +3% | +$16K | 0.05% | 209 |
|
|
2019
Q1 | $631K | Hold |
3,660
| – | – | 0.05% | 213 |
|
|
2018
Q4 | $588K | Sell |
3,660
-49
| -1% | -$7.87K | 0.05% | 195 |
|
|
2018
Q3 | $669K | Sell |
3,709
-190
| -5% | -$34.3K | 0.06% | 194 |
|
|
2018
Q2 | $620K | Sell |
3,899
-15
| -0.4% | -$2.39K | 0.06% | 198 |
|
|
2018
Q1 | $601K | Sell |
3,914
-480
| -11% | -$73.7K | 0.06% | 208 |
|
|
2017
Q4 | $677K | Sell |
4,394
-184
| -4% | -$28.4K | 0.07% | 205 |
|
|
2017
Q3 | $697K | Sell |
4,578
-271
| -6% | -$41.3K | 0.08% | 177 |
|
|
2017
Q2 | $715K | Buy |
4,849
+594
| +14% | +$87.6K | 0.08% | 158 |
|
|
2017
Q1 | $586K | Hold |
4,255
| – | – | 0.08% | 158 |
|
|
2016
Q4 | $539K | Hold |
4,255
| – | – | 0.08% | 162 |
|
|
2016
Q3 | $565K | Buy |
4,255
+55
| +1% | +$7.3K | 0.09% | 154 |
|
|
2016
Q2 | $548K | Buy |
4,200
+1,570
| +60% | +$205K | 0.09% | 152 |
|
|
2016
Q1 | $324K | Hold |
2,630
| – | – | 0.06% | 238 |
|
|
2015
Q4 | $349K | Buy |
+2,630
| New | +$349K | 0.06% | 223 |
|