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Atlanta Consulting Group Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Atlanta Consulting Group Advisors’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
-1,050
Closed -$279K – 234
2024
Q2 		$279K Buy
+1,050
New +$275K 0.06% 93

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UBS Group
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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

Atlanta Consulting Group Advisors's VHT Position: Q3 2024 in Review

Atlanta Consulting Group Advisors sold out of Vanguard Health Care ETF (VHT) in Q3 2024, closing a stake of 1,050 shares — an estimated $279K sold.

Atlanta Consulting Group Advisors first reported a position in VHT in Q2 2024 and held it in 1 quarter. The position peaked at $279K in Q2 2024. 1,031 funds tracked by Wall St. Rank hold VHT as of Q3 2024.

  • Atlanta Consulting Group Advisors reported no remaining Vanguard Health Care ETF position as of Q3 2024 after selling out during the quarter.
  • Atlanta Consulting Group Advisors sold 1,050 Vanguard Health Care ETF shares in Q3 2024, an estimated $279K.
  • Atlanta Consulting Group Advisors first reported a position in Vanguard Health Care ETF in Q2 2024 and held it in 1 quarter.
  • Atlanta Consulting Group Advisors's Vanguard Health Care ETF position peaked at $279K in Q2 2024.
  • 1,031 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2024.

Based on Atlanta Consulting Group Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.