Benchmark Investment Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Benchmark Investment 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
2023 Q3	–	Sell	-917	Closed	-$225K	–	93
2023 Q2	$225K	Hold	917	–	–	0.21%	83
2023 Q1	$219K	Sell	917 -9	-1%	-$2.17K	0.22%	84
2022 Q4	$230K	Buy	926 +2	+0.2%	+$485	0.24%	87
2022 Q3	$207K	Hold	924	–	–	0.22%	90
2022 Q2	$218K	Buy	+924	New	+$223K	0.23%	87

Other funds holding VHT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Benchmark Investment Advisors's VHT Position: Q3 2023 in Review

Benchmark Investment Advisors sold out of Vanguard Health Care ETF (VHT) in Q3 2023, closing a stake of 917 shares — an estimated $225K sold.

Benchmark Investment Advisors first reported a position in VHT in Q2 2022 and held it in 5 quarters. The position peaked at $230K in Q4 2022. 928 funds tracked by Wall St. Rank hold VHT as of Q3 2023.

Benchmark Investment Advisors reported no remaining Vanguard Health Care ETF position as of Q3 2023 after selling out during the quarter.
Benchmark Investment Advisors sold 917 Vanguard Health Care ETF shares in Q3 2023, an estimated $225K.
Benchmark Investment Advisors first reported a position in Vanguard Health Care ETF in Q2 2022 and held it in 5 quarters.
Benchmark Investment Advisors's Vanguard Health Care ETF position peaked at $230K in Q4 2022.
928 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2023.

Based on Benchmark Investment Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.