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Bray Capital Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Bray Capital 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 		$144K Sell
567
-49
-8% -$13.2K 0.04% 142
2024
Q3 		$174K Buy
616
+1
+0.2% +$278 0.04% 136
2024
Q2 		$164K Hold
615
– – 0.04% 132
2024
Q1 		$166K Hold
615
– – 0.04% 138
2023
Q4 		$154K Buy
615
+101
+20% +$23.9K 0.04% 139
2023
Q3 		$121K Hold
514
– – 0.04% 145
2023
Q2 		$126K Hold
514
– – 0.04% 149
2023
Q1 		$122K Buy
514
+1
+0.2% +$241 0.04% 151
2022
Q4 		$127K Sell
513
-529
-51% -$128K 0.04% 151
2022
Q3 		$233K Sell
1,042
-100
-9% -$23.9K 0.07% 126
2022
Q2 		$269K Hold
1,142
– – 0.08% 126
2022
Q1 		$291K Buy
1,142
+530
+87% +$131K 0.07% 124
2021
Q4 		$163K Buy
612
+1
+0.2% +$255 0.04% 148
2021
Q3 		$151K Hold
611
– – 0.04% 143
2021
Q2 		$151K Buy
611
+1
+0.2% +$239 0.04% 143
2021
Q1 		$140K Sell
610
-100
-14% -$22.9K 0.04% 150
2020
Q4 		$159K Hold
710
– – 0.05% 142
2020
Q3 		$145K Hold
710
– – 0.05% 139
2020
Q2 		$137K Buy
710
+1
+0.1% +$188 0.05% 143
2020
Q1 		$118K Hold
709
– – 0.05% 140
2019
Q4 		$136K Buy
709
+1
+0.1% +$179 0.05% 153
2019
Q3 		$119K Hold
708
– – 0.05% 155
2019
Q2 		$123K Buy
708
+1
+0.1% +$169 0.05% 171
2019
Q1 		$122K Hold
707
– – 0.05% 171
2018
Q4 		$113K Buy
707
+601
+567% +$102K 0.06% 173
2018
Q3 		$19K Buy
106
+1
+1% +$172 0.01% 242
2018
Q2 		$17K Hold
105
– – 0.01% 294
2018
Q1 		$16K Buy
+105
New +$16.8K 0.01% 296
2015
Q4 		– Sell
-30
Closed -$4K – 302
2015
Q3 		$4K Hold
30
– – ﹤0.01% 370
2015
Q2 		$4K Buy
+30
New +$4.15K ﹤0.01% 399

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

Bray Capital Advisors's VHT Position: Q4 2024 in Review

Bray Capital Advisors reduced its Vanguard Health Care ETF (VHT) stake by 8% in Q4 2024, selling an estimated $13.2K and leaving 567 shares worth $144K. The position accounts for 0.04% of the portfolio, ranked #142.

Bray Capital Advisors first reported a position in VHT in Q2 2015 and has held it in 30 quarters since. The position peaked at $291K in Q1 2022. 1,055 funds tracked by Wall St. Rank hold VHT as of Q4 2024.

  • Bray Capital Advisors held 567 shares of Vanguard Health Care ETF worth $144K as of Q4 2024.
  • Bray Capital Advisors sold 49 Vanguard Health Care ETF shares in Q4 2024, an estimated $13.2K.
  • Vanguard Health Care ETF made up 0.04% of Bray Capital Advisors's portfolio in Q4 2024, its #142 holding.
  • Bray Capital Advisors first reported a position in Vanguard Health Care ETF in Q2 2015 and has held it in 30 quarters since.
  • Bray Capital Advisors's Vanguard Health Care ETF position peaked at $291K in Q1 2022.
  • 1,055 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2024.

Based on Bray Capital Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.