Wheelhouse Advisory Group’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 | $18M | Buy |
72,393
+5,631
| +8% | +$1.4M | 8.86% | 3 |
|
|
2025
Q1 | $17.7M | Buy |
66,762
+5,314
| +9% | +$1.41M | 10.09% | 2 |
|
|
2024
Q4 | $15.6M | Buy |
61,448
+5,349
| +10% | +$1.36M | 9.25% | 3 |
|
|
2024
Q3 | $15.8M | Buy |
56,099
+1,674
| +3% | +$472K | 10.19% | 2 |
|
|
2024
Q2 | $14.4M | Buy |
54,425
+2,738
| +5% | +$722K | 10.11% | 3 |
|
|
2024
Q1 | $14M | Buy |
51,687
+2,834
| +6% | +$767K | 10.74% | 2 |
|
|
2023
Q4 | $12.2M | Buy |
+48,853
| New | +$12.2M | 10.7% | 2 |
|