Alaethes Wealth’s Vanguard Health Care ETF VHT Stock Holding History

Alaethes Wealth’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 Q3	–	Sell	-902	Closed	-$241K	–	118
2024 Q2	$241K	Buy	902 +28	+3%	+$7.34K	0.1%	104
2024 Q1	$236K	Sell	874 -19	-2%	-$4.99K	0.1%	105
2023 Q4	$224K	Sell	893 -30	-3%	-$7.11K	0.11%	108
2023 Q3	$217K	Sell	923 -34	-4%	-$8.29K	0.12%	107
2023 Q2	$234K	Sell	957 -171	-15%	-$41.6K	0.13%	103
2023 Q1	$269K	Buy	1,128 +7	+0.6%	+$1.68K	0.16%	103
2022 Q4	$278K	Buy	1,121 +39	+4%	+$9.46K	0.19%	90
2022 Q3	$242K	Hold	1,082	–	–	0.18%	96
2022 Q2	$255K	Buy	1,082 +64	+6%	+$15.4K	0.19%	96
2022 Q1	$259K	Buy	1,018 +112	+12%	+$27.7K	0.16%	96
2021 Q4	$241K	Sell	906 -6	-0.7%	-$1.53K	0.15%	92
2021 Q3	$225K	Buy	912 +57	+7%	+$14.6K	0.16%	89
2021 Q2	$211K	Buy	+855	New	+$204K	0.16%	88

Other funds holding VHT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return