Bridge Advisory’s Vanguard Health Care ETF VHT Stock Holding History

Bridge Advisory’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 Q4	–	Sell	-4,207	Closed	-$989K	–	151
2023 Q3	$989K	Sell	4,207 -2	-0%	-$488	0.35%	65
2023 Q2	$1.03M	Sell	4,209 -10	-0.2%	-$2.43K	0.38%	57
2023 Q1	$1.01M	Sell	4,219 -30	-0.7%	-$7.22K	0.39%	56
2022 Q4	$1.05M	Buy	4,249 +18	+0.4%	+$4.36K	0.44%	53
2022 Q3	$946K	Sell	4,231 -163	-4%	-$38.9K	0.46%	52
2022 Q2	$1.04M	Sell	4,394 -23	-0.5%	-$5.54K	0.5%	46
2022 Q1	$1.12M	Sell	4,417 -296	-6%	-$73.1K	0.49%	43
2021 Q4	$1.26M	Buy	4,713 +419	+10%	+$107K	0.57%	34
2021 Q3	$1.06M	Buy	4,294 +93	+2%	+$23.9K	0.52%	33
2021 Q2	$1.04M	Buy	4,201 +7	+0.2%	+$1.67K	0.53%	29
2021 Q1	$959K	Buy	4,194 +7	+0.2%	+$1.6K	0.6%	24
2020 Q4	$937K	Buy	+4,187	New	+$895K	0.44%	34

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bridge Advisory's VHT Position: Q4 2023 in Review

Bridge Advisory sold out of Vanguard Health Care ETF (VHT) in Q4 2023, closing a stake of 4,207 shares — an estimated $989K sold.

Bridge Advisory first reported a position in VHT in Q4 2020 and held it in 12 quarters. The position peaked at $1.26M in Q4 2021. 965 funds tracked by Wall St. Rank hold VHT as of Q4 2023.

Bridge Advisory reported no remaining Vanguard Health Care ETF position as of Q4 2023 after selling out during the quarter.
Bridge Advisory sold 4,207 Vanguard Health Care ETF shares in Q4 2023, an estimated $989K.
Bridge Advisory first reported a position in Vanguard Health Care ETF in Q4 2020 and held it in 12 quarters.
Bridge Advisory's Vanguard Health Care ETF position peaked at $1.26M in Q4 2021.
965 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2023.

Based on Bridge Advisory's 13F filing for Q4 2023, filed 17 Jan 2024.