AIP
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Almanack Investment Partners’s Vanguard Health Care ETF VHT Stock Holding History

Almanack Investment Partners’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
2023
Q4 		– Sell
-1,276
Closed -$300K – 186
2023
Q3 		$300K Hold
1,276
– – 0.06% 115
2023
Q2 		$312K Hold
1,276
– – 0.05% 129
2023
Q1 		$304K Hold
1,276
– – 0.06% 130
2022
Q4 		$317K Buy
+1,276
New +$309K 0.07% 121
2022
Q3 		– Sell
-1,868
Closed -$440K – 946
2022
Q2 		$440K Buy
1,868
+81
+5% +$19.5K 0.04% 259
2022
Q1 		$455K Buy
1,787
+2
+0.1% +$494 0.04% 277
2021
Q4 		$475K Buy
1,785
+10
+0.6% +$2.55K 0.04% 272
2021
Q3 		$440K Buy
1,775
+3
+0.2% +$770 0.04% 289
2021
Q2 		$438K Buy
1,772
+1
+0.1% +$239 0.04% 255
2021
Q1 		$405K Hold
1,771
– – 0.04% 270
2020
Q4 		$396K Hold
1,771
– – 0.05% 250
2020
Q3 		$383K Buy
1,771
+473
+36% +$95.7K 0.05% 263
2020
Q2 		$250K Sell
1,298
-70
-5% -$13.1K 0.04% 214
2020
Q1 		$227K Buy
1,368
+83
+6% +$15.2K 0.05% 217
2019
Q4 		$246K Sell
1,285
-16,741
-93% -$3M 0.05% 173
2019
Q3 		$3.03M Sell
18,026
-1,202
-6% -$206K 0.59% 40
2019
Q2 		$3.34M Sell
19,228
-157
-0.8% -$26.5K 0.77% 33
2019
Q1 		$3.34M Sell
19,385
-1,844
-9% -$313K 0.95% 25
2018
Q4 		$3.41M Sell
21,229
-14,157
-40% -$2.4M 1.01% 25
2018
Q3 		$6.2M Buy
+35,386
New +$6.08M 1.64% 19
2018
Q1 		– Sell
-1,414
Closed -$218K – 213
2017
Q4 		$218K Buy
1,414
+58
+4% +$8.9K 0.09% 109
2017
Q3 		$207K Buy
+1,356
New +$202K 0.1% 91

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Almanack Investment Partners's VHT Position: Q4 2023 in Review

Almanack Investment Partners sold out of Vanguard Health Care ETF (VHT) in Q4 2023, closing a stake of 1,276 shares — an estimated $300K sold.

Almanack Investment Partners first reported a position in VHT in Q3 2017 and held it in 22 quarters. The position peaked at $6.2M in Q3 2018. 965 funds tracked by Wall St. Rank hold VHT as of Q4 2023.

  • Almanack Investment Partners reported no remaining Vanguard Health Care ETF position as of Q4 2023 after selling out during the quarter.
  • Almanack Investment Partners sold 1,276 Vanguard Health Care ETF shares in Q4 2023, an estimated $300K.
  • Almanack Investment Partners first reported a position in Vanguard Health Care ETF in Q3 2017 and held it in 22 quarters.
  • Almanack Investment Partners's Vanguard Health Care ETF position peaked at $6.2M in Q3 2018.
  • 965 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2023.

Based on Almanack Investment Partners's 13F filing for Q4 2023, filed 7 Feb 2024.