West Coast Financial’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
Q1 | – | Sell |
-820
| Closed | -$203K | – | 138 |
|
|
2022
Q4 | $203K | Buy |
+820
| New | +$203K | 0.03% | 126 |
|
|
2022
Q2 | – | Sell |
-831
| Closed | -$211K | – | 135 |
|
|
2022
Q1 | $211K | Hold |
831
| – | – | 0.03% | 130 |
|
|
2021
Q4 | $221K | Hold |
831
| – | – | 0.03% | 130 |
|
|
2021
Q3 | $205K | Hold |
831
| – | – | 0.03% | 130 |
|
|
2021
Q2 | $205K | Buy |
+831
| New | +$205K | 0.03% | 131 |
|
|
2020
Q3 | – | Sell |
-2,085
| Closed | -$402K | – | 109 |
|
|
2020
Q2 | $402K | Hold |
2,085
| – | – | 0.1% | 78 |
|
|
2020
Q1 | $346K | Hold |
2,085
| – | – | 0.09% | 79 |
|
|
2019
Q4 | $400K | Sell |
2,085
-110
| -5% | -$21.1K | 0.09% | 87 |
|
|
2019
Q3 | $368K | Sell |
2,195
-370
| -14% | -$62K | 0.08% | 90 |
|
|
2019
Q2 | $446K | Hold |
2,565
| – | – | 0.1% | 84 |
|
|
2019
Q1 | $442K | Sell |
2,565
-35
| -1% | -$6.03K | 0.1% | 86 |
|
|
2018
Q4 | $418K | Sell |
2,600
-815
| -24% | -$131K | 0.12% | 81 |
|
|
2018
Q3 | $616K | Buy |
3,415
+1,055
| +45% | +$190K | 0.14% | 92 |
|
|
2018
Q2 | $376K | Buy |
2,360
+610
| +35% | +$97.2K | 0.1% | 82 |
|
|
2018
Q1 | $269K | Hold |
1,750
| – | – | 0.08% | 94 |
|
|
2017
Q4 | $270K | Sell |
1,750
-1,543
| -47% | -$238K | 0.08% | 98 |
|
|
2017
Q3 | $502K | Buy |
3,293
+1,463
| +80% | +$223K | 0.14% | 98 |
|
|
2017
Q2 | $270K | Sell |
1,830
-1,791
| -49% | -$264K | 0.09% | 101 |
|
|
2017
Q1 | $499K | Sell |
3,621
-1,216
| -25% | -$168K | 0.16% | 86 |
|
|
2016
Q4 | $613K | Buy |
4,837
+65
| +1% | +$8.24K | 0.2% | 85 |
|
|
2016
Q3 | $634K | Buy |
+4,772
| New | +$634K | 0.2% | 83 |
|