Zhang 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
2025
Q2
$461K Sell
1,858
-129
-6% -$32K 0.02% 206
2025
Q1
$526K Hold
1,987
0.03% 203
2024
Q4
$504K Sell
1,987
-23
-1% -$5.83K 0.03% 198
2024
Q3
$567K Hold
2,010
0.04% 186
2024
Q2
$535K Buy
2,010
+104
+5% +$27.7K 0.04% 178
2024
Q1
$515K Buy
1,906
+2
+0.1% +$541 0.04% 187
2023
Q4
$477K Buy
1,904
+83
+5% +$20.8K 0.04% 184
2023
Q3
$428K Hold
1,821
0.04% 176
2023
Q2
$446K Hold
1,821
0.05% 164
2023
Q1
$434K Sell
1,821
-133
-7% -$31.7K 0.05% 165
2022
Q4
$485K Buy
1,954
+24
+1% +$5.95K 0.06% 149
2022
Q3
$432K Sell
1,930
-167
-8% -$37.4K 0.07% 140
2022
Q2
$494K Buy
2,097
+401
+24% +$94.5K 0.08% 134
2022
Q1
$431K Hold
1,696
0.07% 146
2021
Q4
$452K Buy
1,696
+205
+14% +$54.6K 0.08% 129
2021
Q3
$369K Hold
1,491
0.09% 109
2021
Q2
$368K Buy
1,491
+201
+16% +$49.6K 0.09% 92
2021
Q1
$295K Buy
1,290
+180
+16% +$41.2K 0.08% 99
2020
Q4
$248K Buy
+1,110
New +$248K 0.08% 98