AF
VHT icon

Arrow Financial’s Vanguard Health Care ETF VHT Stock Holding History

Arrow Financial’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
Q2 		– Sell
-40
Closed -$10.8K – 344
2024
Q1 		$10.8K Hold
40
– – ﹤0.01% 281
2023
Q4 		$10K Sell
40
-12
-23% -$2.84K ﹤0.01% 285
2023
Q3 		$12.2K Hold
52
– – ﹤0.01% 279
2023
Q2 		$12.7K Hold
52
– – ﹤0.01% 264
2023
Q1 		$12.4K Hold
52
– – ﹤0.01% 270
2022
Q4 		$13K Hold
52
– – ﹤0.01% 276
2022
Q3 		$12K Hold
52
– – ﹤0.01% 281
2022
Q2 		$12K Hold
52
– – ﹤0.01% 284
2022
Q1 		$13K Hold
52
– – ﹤0.01% 287
2021
Q4 		$14K Hold
52
– – ﹤0.01% 276
2021
Q3 		$13K Hold
52
– – ﹤0.01% 280
2021
Q2 		$13K Buy
+52
New +$12.4K ﹤0.01% 280

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arrow Financial's VHT Position: Q2 2024 in Review

Arrow Financial sold out of Vanguard Health Care ETF (VHT) in Q2 2024, closing a stake of 40 shares — an estimated $10.8K sold.

Arrow Financial first reported a position in VHT in Q2 2021 and held it in 12 quarters. The position peaked at $14K in Q4 2021. 997 funds tracked by Wall St. Rank hold VHT as of Q2 2024.

  • Arrow Financial reported no remaining Vanguard Health Care ETF position as of Q2 2024 after selling out during the quarter.
  • Arrow Financial sold 40 Vanguard Health Care ETF shares in Q2 2024, an estimated $10.8K.
  • Arrow Financial first reported a position in Vanguard Health Care ETF in Q2 2021 and held it in 12 quarters.
  • Arrow Financial's Vanguard Health Care ETF position peaked at $14K in Q4 2021.
  • 997 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2024.

Based on Arrow Financial's 13F filing for Q2 2024, filed 30 Jul 2024.