ACI
VHT icon

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
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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return