Atlas Financial Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Atlas Financial 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 Q4	$381K	Buy	1,500 +220	+17%	+$59.3K	0.59%	25
2024 Q3	$361K	Buy	1,280 +285	+29%	+$79.2K	0.57%	25
2024 Q2	$265K	Sell	995 -54	-5%	-$14.2K	0.44%	27
2024 Q1	$284K	Buy	1,049 +44	+4%	+$11.6K	0.44%	25
2023 Q4	$252K	Sell	1,005 -1,038	-51%	-$246K	0.41%	26
2023 Q3	$480K	Buy	2,043 +961	+89%	+$234K	0.38%	21
2023 Q2	$265K	Sell	1,082 -1	-0.1%	-$243	0.37%	20
2023 Q1	$258K	Buy	1,083 +49	+5%	+$11.8K	0.35%	18
2022 Q4	$256K	Buy	+1,034	New	+$251K	0.35%	18

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atlas Financial Advisors's VHT Position: Q4 2024 in Review

Atlas Financial Advisors increased its Vanguard Health Care ETF (VHT) stake by 17% in Q4 2024, buying an estimated $59.3K and bringing the position to 1,500 shares worth $381K. The position accounts for 0.59% of the portfolio, ranked #25.

Atlas Financial Advisors first reported a position in VHT in Q4 2022 and has held it in 9 quarters since. The position peaked at $480K in Q3 2023. 1,057 funds tracked by Wall St. Rank hold VHT as of Q4 2024.

Atlas Financial Advisors held 1,500 shares of Vanguard Health Care ETF worth $381K as of Q4 2024.
Atlas Financial Advisors bought 220 Vanguard Health Care ETF shares in Q4 2024, an estimated $59.3K.
Vanguard Health Care ETF made up 0.59% of Atlas Financial Advisors's portfolio in Q4 2024, its #25 holding.
Atlas Financial Advisors first reported a position in Vanguard Health Care ETF in Q4 2022 and has held it in 9 quarters since.
Atlas Financial Advisors's Vanguard Health Care ETF position peaked at $480K in Q3 2023.
1,057 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2024.

Based on Atlas Financial Advisors's 13F filing for Q4 2024, filed 17 Apr 2025.