Alera Investment Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Alera Investment Advisors’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 Q1	–	Sell	-1,605	Closed	-$402K	–	182
2023 Q4	$402K	Buy	1,605 +1	+0.1%	+$237	0.05%	130
2023 Q3	$377K	Hold	1,604	–	–	0.06%	125
2023 Q2	$393K	Sell	1,604 -175	-10%	-$42.6K	0.08%	127
2023 Q1	$424K	Buy	1,779 +3	+0.2%	+$722	0.1%	122
2022 Q4	$441K	Buy	1,776 +2	+0.1%	+$485	0.1%	114
2022 Q3	$397K	Hold	1,774	–	–	0.11%	121
2022 Q2	$418K	Buy	+1,774	New	+$428K	0.12%	122
2020 Q1	–	Sell	-1,456	Closed	-$279K	–	77
2019 Q4	$279K	Sell	1,456 -1,393	-49%	-$250K	0.13%	44
2019 Q3	$478K	Sell	2,849 -197	-6%	-$33.7K	0.24%	41
2019 Q2	$530K	Buy	3,046 +16	+0.5%	+$2.7K	0.27%	38
2019 Q1	$523K	Sell	3,030 -663	-18%	-$112K	0.25%	38
2018 Q4	$593K	Buy	+3,693	New	+$626K	0.36%	39

Other funds holding VHT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Alera Investment Advisors's VHT Position: Q1 2024 in Review

Alera Investment Advisors sold out of Vanguard Health Care ETF (VHT) in Q1 2024, closing a stake of 1,605 shares — an estimated $402K sold.

Alera Investment Advisors first reported a position in VHT in Q4 2018 and held it in 12 quarters. The position peaked at $593K in Q4 2018. 994 funds tracked by Wall St. Rank hold VHT as of Q1 2024.

Alera Investment Advisors reported no remaining Vanguard Health Care ETF position as of Q1 2024 after selling out during the quarter.
Alera Investment Advisors sold 1,605 Vanguard Health Care ETF shares in Q1 2024, an estimated $402K.
Alera Investment Advisors first reported a position in Vanguard Health Care ETF in Q4 2018 and held it in 12 quarters.
Alera Investment Advisors's Vanguard Health Care ETF position peaked at $593K in Q4 2018.
994 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2024.

Based on Alera Investment Advisors's 13F filing for Q1 2024, filed 10 May 2024.