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Berkeley Inc’s Vanguard Health Care ETF VHT Stock Holding History

Berkeley Inc’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 		– Sell
-1,556
Closed -$439K – 69
2024
Q3 		$439K Buy
1,556
+779
+100% +$216K 0.13% 63
2024
Q2 		$207K Sell
777
-292
-27% -$76.6K 0.13% 60
2024
Q1 		$289K Sell
1,069
-68
-6% -$17.9K 0.18% 56
2023
Q4 		$285K Sell
1,137
-261
-19% -$61.8K 0.18% 57
2023
Q3 		$329K Sell
1,398
-215
-13% -$52.4K 0.22% 64
2023
Q2 		$395K Hold
1,613
– – 0.27% 61
2023
Q1 		$385K Buy
1,613
+91
+6% +$21.9K 0.28% 59
2022
Q4 		$377K Sell
1,522
-241
-14% -$58.4K 0.28% 59
2022
Q3 		$394K Sell
1,763
-349
-17% -$83.3K 0.33% 57
2022
Q2 		$497K Sell
2,112
-100
-5% -$24.1K 0.4% 51
2022
Q1 		$563K Sell
2,212
-1,148
-34% -$284K 0.39% 56
2021
Q4 		$895K Buy
3,360
+2,528
+304% +$645K 0.6% 46
2021
Q3 		$206K Hold
832
– – 0.15% 84
2021
Q2 		$206K Buy
+832
New +$199K 0.15% 83

Other funds holding VHT

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Berkeley Inc's VHT Position: Q4 2024 in Review

Berkeley Inc sold out of Vanguard Health Care ETF (VHT) in Q4 2024, closing a stake of 1,556 shares — an estimated $439K sold.

Berkeley Inc first reported a position in VHT in Q2 2021 and held it in 14 quarters. The position peaked at $895K in Q4 2021. 1,055 funds tracked by Wall St. Rank hold VHT as of Q4 2024.

  • Berkeley Inc reported no remaining Vanguard Health Care ETF position as of Q4 2024 after selling out during the quarter.
  • Berkeley Inc sold 1,556 Vanguard Health Care ETF shares in Q4 2024, an estimated $439K.
  • Berkeley Inc first reported a position in Vanguard Health Care ETF in Q2 2021 and held it in 14 quarters.
  • Berkeley Inc's Vanguard Health Care ETF position peaked at $895K in Q4 2021.
  • 1,055 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2024.

Based on Berkeley Inc's 13F filing for Q4 2024, filed 5 Mar 2025.