Alpha Cubed Investments’s Vanguard Health Care ETF VHT Stock Holding History

Alpha Cubed Investments’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	-848	Closed	-$225K	–	302
2024 Q2	$225K	Buy	848 +81	+11%	+$21.2K	0.01%	251
2024 Q1	$207K	Sell	767 -426	-36%	-$112K	0.01%	268
2023 Q4	$299K	Buy	+1,193	New	+$283K	0.02%	205
2023 Q2	–	Sell	-1,020	Closed	-$243K	–	287
2023 Q1	$243K	Buy	1,020 +43	+4%	+$10.3K	0.02%	222
2022 Q4	$242K	Buy	+977	New	+$237K	0.02%	239
2022 Q3	–	Sell	-876	Closed	-$206K	–	319
2022 Q2	$206K	Buy	+876	New	+$211K	0.02%	285

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

BCMIO

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

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

Alpha Cubed Investments's VHT Position: Q3 2024 in Review

Alpha Cubed Investments sold out of Vanguard Health Care ETF (VHT) in Q3 2024, closing a stake of 848 shares — an estimated $225K sold.

Alpha Cubed Investments first reported a position in VHT in Q2 2022 and held it in 6 quarters. The position peaked at $299K in Q4 2023. 1,030 funds tracked by Wall St. Rank hold VHT as of Q3 2024.

Alpha Cubed Investments reported no remaining Vanguard Health Care ETF position as of Q3 2024 after selling out during the quarter.
Alpha Cubed Investments sold 848 Vanguard Health Care ETF shares in Q3 2024, an estimated $225K.
Alpha Cubed Investments first reported a position in Vanguard Health Care ETF in Q2 2022 and held it in 6 quarters.
Alpha Cubed Investments's Vanguard Health Care ETF position peaked at $299K in Q4 2023.
1,030 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2024.

Based on Alpha Cubed Investments's 13F filing for Q3 2024, filed 7 Oct 2024.