WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $316K | Buy |
2,141
+553
| +35% | +$81.6K | 0.07% | 279 |
|
|
2017
Q1 | $219K | Sell |
1,588
-594
| -27% | -$81.9K | 0.06% | 316 |
|
|
2016
Q4 | $277K | Sell |
2,182
-136
| -6% | -$17.3K | 0.07% | 298 |
|
|
2016
Q3 | $308K | Buy |
2,318
+70
| +3% | +$9.3K | 0.08% | 268 |
|
|
2016
Q2 | $293K | Buy |
2,248
+266
| +13% | +$34.7K | 0.08% | 249 |
|
|
2016
Q1 | $244K | Sell |
1,982
-1,252
| -39% | -$154K | 0.07% | 264 |
|
|
2015
Q4 | $430K | Buy |
3,234
+1,360
| +73% | +$181K | 0.13% | 182 |
|
|
2015
Q3 | $230K | Buy |
1,874
+329
| +21% | +$40.4K | 0.07% | 261 |
|
|
2015
Q2 | $216K | Buy |
1,545
+76
| +5% | +$10.6K | 0.06% | 325 |
|
|
2015
Q1 | $199K | Buy |
1,469
+297
| +25% | +$40.2K | 0.06% | 352 |
|
|
2014
Q4 | $147K | Buy |
1,172
+888
| +313% | +$111K | 0.03% | 533 |
|
|
2014
Q3 | $33K | Sell |
284
-29
| -9% | -$3.37K | 0.01% | 1073 |
|
|
2014
Q2 | $35K | Sell |
313
-24
| -7% | -$2.68K | 0.01% | 1050 |
|
|
2014
Q1 | $36K | Sell |
337
-93
| -22% | -$9.94K | 0.01% | 1032 |
|
|
2013
Q4 | $43K | Hold |
430
| – | – | 0.01% | 1056 |
|
|
2013
Q3 | $40K | Sell |
430
-683
| -61% | -$63.5K | 0.01% | 1012 |
|
|
2013
Q2 | $96K | Buy |
+1,113
| New | +$96K | 0.02% | 680 |
|