Wealthspire Advisors (New York)’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 | $1.06M | Buy |
4,259
+13
| +0.3% | +$3.23K | 0.01% | 376 |
|
2025
Q1 | $1.12M | Buy |
4,246
+27
| +0.6% | +$7.15K | 0.01% | 358 |
|
2024
Q4 | $1.07M | Buy |
4,219
+195
| +5% | +$49.5K | 0.01% | 360 |
|
2024
Q3 | $1.14M | Sell |
4,024
-79
| -2% | -$22.3K | 0.01% | 350 |
|
2024
Q2 | $1.09M | Buy |
4,103
+95
| +2% | +$25.3K | 0.01% | 302 |
|
2024
Q1 | $1.08M | Buy |
4,008
+42
| +1% | +$11.4K | 0.01% | 305 |
|
2023
Q4 | $994K | Sell |
3,966
-253
| -6% | -$63.4K | 0.01% | 310 |
|
2023
Q3 | $992K | Buy |
4,219
+128
| +3% | +$30.1K | 0.02% | 280 |
|
2023
Q2 | $1M | Hold |
4,091
| – | – | 0.02% | 252 |
|
2023
Q1 | $976K | Sell |
4,091
-51
| -1% | -$12.2K | 0.02% | 245 |
|
2022
Q4 | $1.03M | Sell |
4,142
-99
| -2% | -$24.6K | 0.02% | 259 |
|
2022
Q3 | $949K | Buy |
4,241
+1,276
| +43% | +$286K | 0.02% | 233 |
|
2022
Q2 | $698K | Buy |
2,965
+172
| +6% | +$40.5K | 0.01% | 267 |
|
2022
Q1 | $710K | Sell |
2,793
-415
| -13% | -$105K | 0.02% | 225 |
|
2021
Q4 | $855K | Buy |
3,208
+255
| +9% | +$68K | 0.02% | 248 |
|
2021
Q3 | $730K | Buy |
2,953
+144
| +5% | +$35.6K | 0.02% | 295 |
|
2021
Q2 | $694K | Sell |
2,809
-352
| -11% | -$87K | 0.02% | 195 |
|
2021
Q1 | $723K | Buy |
3,161
+782
| +33% | +$179K | 0.02% | 317 |
|
2020
Q4 | $532K | Buy |
+2,379
| New | +$532K | 0.02% | 294 |
|
2020
Q2 | – | Sell |
-3,095
| Closed | -$514K | – | 520 |
|
2020
Q1 | $514K | Buy |
+3,095
| New | +$514K | 0.02% | 286 |
|
2019
Q1 | – | Sell |
-141
| Closed | -$23K | – | 767 |
|
2018
Q4 | $23K | Buy |
+141
| New | +$23K | ﹤0.01% | 316 |
|