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Acorn Financial Advisory Services’s Vanguard Health Care ETF VHT Stock Holding History

Acorn Financial Advisory Services’s Portfolio VHT Stock Details VHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-712
Closed -$201K – 219
2024
Q3 		$201K Buy
+712
New +$198K 0.04% 200

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Acorn Financial Advisory Services's VHT Position: Q4 2024 in Review

Acorn Financial Advisory Services sold out of Vanguard Health Care ETF (VHT) in Q4 2024, closing a stake of 712 shares — an estimated $201K sold.

Acorn Financial Advisory Services first reported a position in VHT in Q3 2024 and held it in 1 quarter. The position peaked at $201K in Q3 2024. 1,058 funds tracked by Wall St. Rank hold VHT as of Q4 2024.

  • Acorn Financial Advisory Services reported no remaining Vanguard Health Care ETF position as of Q4 2024 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 712 Vanguard Health Care ETF shares in Q4 2024, an estimated $201K.
  • Acorn Financial Advisory Services first reported a position in Vanguard Health Care ETF in Q3 2024 and held it in 1 quarter.
  • Acorn Financial Advisory Services's Vanguard Health Care ETF position peaked at $201K in Q3 2024.
  • 1,058 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2024.

Based on Acorn Financial Advisory Services's 13F filing for Q4 2024, filed 14 Feb 2025.