WMS Partners’s Vanguard Health Care ETF VHT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.28M | Buy |
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|
2024
Q3 | $1.42M | Buy |
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|
2024
Q2 | $723K | Hold |
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|
2024
Q1 | $736K | Buy |
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|
2023
Q4 | $681K | Sell |
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|
2023
Q3 | $639K | Sell |
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|
2023
Q2 | $681K | Hold |
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|
2023
Q1 | $663K | Sell |
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|
2022
Q4 | $822K | Sell |
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|
2022
Q3 | $771K | Hold |
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|
2022
Q2 | $812K | Buy |
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|
2022
Q1 | $876K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $973K | Hold |
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|
2021
Q2 | $973K | Buy |
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|
2021
Q1 | $900K | Sell |
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|
2020
Q4 | $918K | Sell |
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|
2020
Q3 | $1.01M | Sell |
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|
2020
Q2 | $959K | Buy |
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|
2020
Q1 | $818K | Sell |
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|
2019
Q4 | $1.01M | Buy |
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|
2019
Q3 | $873K | Sell |
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|
2019
Q2 | $1.01M | Buy |
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|
2019
Q1 | $563K | Buy |
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|
2018
Q4 | $493K | Buy |
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|
2018
Q3 | $379K | Buy |
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|
2018
Q2 | $305K | Buy |
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|
2018
Q1 | $277K | Buy |
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|
2017
Q4 | $272K | Hold |
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|
2017
Q3 | $268K | Buy |
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|
2017
Q2 | $254K | Hold |
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|
2017
Q1 | $237K | Hold |
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|
2016
Q4 | $218K | Buy |
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|
2016
Q3 | $215K | Sell |
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|
2016
Q2 | $216K | Buy |
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