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Annapolis Financial Services’s Vanguard Health Care ETF VHT Stock Holding History

Annapolis Financial Services’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
-6
Closed -$1.5K – 467
2023
Q4 		$1.5K Hold
6
– – ﹤0.01% 438
2023
Q3 		$1.41K Hold
6
– – ﹤0.01% 442
2023
Q2 		$1.47K Hold
6
– – ﹤0.01% 447
2023
Q1 		$1.43K Buy
+6
New +$1.44K ﹤0.01% 413
2022
Q1 		– Sell
-76
Closed -$20K – 506
2021
Q4 		$20K Buy
+76
New +$19.4K 0.01% 264

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
Ameriprise
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

Annapolis Financial Services's VHT Position: Q1 2024 in Review

Annapolis Financial Services sold out of Vanguard Health Care ETF (VHT) in Q1 2024, closing a stake of 6 shares — an estimated $1.5K sold.

Annapolis Financial Services first reported a position in VHT in Q4 2021 and held it in 5 quarters. The position peaked at $20K in Q4 2021. 994 funds tracked by Wall St. Rank hold VHT as of Q1 2024.

  • Annapolis Financial Services reported no remaining Vanguard Health Care ETF position as of Q1 2024 after selling out during the quarter.
  • Annapolis Financial Services sold 6 Vanguard Health Care ETF shares in Q1 2024, an estimated $1.5K.
  • Annapolis Financial Services first reported a position in Vanguard Health Care ETF in Q4 2021 and held it in 5 quarters.
  • Annapolis Financial Services's Vanguard Health Care ETF position peaked at $20K in Q4 2021.
  • 994 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.