BKM Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

BKM Wealth Management’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 Q1	–	Sell	-10	Closed	-$2.51K	–	543
2023 Q4	$2.51K	Buy	+10	New	+$2.37K	﹤0.01%	553

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

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

BCMIO

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

BKM Wealth Management's VHT Position: Q1 2024 in Review

BKM Wealth Management sold out of Vanguard Health Care ETF (VHT) in Q1 2024, closing a stake of 10 shares — an estimated $2.51K sold.

BKM Wealth Management first reported a position in VHT in Q4 2023 and held it in 1 quarter. The position peaked at $2.51K in Q4 2023. 993 funds tracked by Wall St. Rank hold VHT as of Q1 2024.

BKM Wealth Management reported no remaining Vanguard Health Care ETF position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 10 Vanguard Health Care ETF shares in Q1 2024, an estimated $2.51K.
BKM Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's Vanguard Health Care ETF position peaked at $2.51K in Q4 2023.
993 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.