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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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Alaethes Wealth's VHT Position: Q3 2024 in Review

Alaethes Wealth sold out of Vanguard Health Care ETF (VHT) in Q3 2024, closing a stake of 902 shares — an estimated $241K sold.

Alaethes Wealth first reported a position in VHT in Q2 2021 and held it in 13 quarters. The position peaked at $278K in Q4 2022. 1,031 funds tracked by Wall St. Rank hold VHT as of Q3 2024.

  • Alaethes Wealth reported no remaining Vanguard Health Care ETF position as of Q3 2024 after selling out during the quarter.
  • Alaethes Wealth sold 902 Vanguard Health Care ETF shares in Q3 2024, an estimated $241K.
  • Alaethes Wealth first reported a position in Vanguard Health Care ETF in Q2 2021 and held it in 13 quarters.
  • Alaethes Wealth's Vanguard Health Care ETF position peaked at $278K in Q4 2022.
  • 1,031 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2024.

Based on Alaethes Wealth's 13F filing for Q3 2024, filed 14 Nov 2024.