Bridgewealth Advisory Group’s Vanguard Health Care ETF VHT Stock Holding History

Bridgewealth Advisory Group’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	-754	Closed	-$213K	–	119
2024 Q3	$213K	Sell	754 -60	-7%	-$16.7K	0.08%	80
2024 Q2	$216K	Buy	814 +25	+3%	+$6.55K	0.1%	63
2024 Q1	$213K	Sell	789 -68	-8%	-$17.9K	0.1%	72
2023 Q4	$215K	Sell	857 -95	-10%	-$22.5K	0.16%	72
2023 Q3	$224K	Buy	952 +4	+0.4%	+$975	0.27%	55
2023 Q2	$232K	Sell	948 -91	-9%	-$22.1K	0.38%	47
2023 Q1	$248K	Sell	1,039 -32	-3%	-$7.7K	0.46%	44
2022 Q4	$266K	Buy	+1,071	New	+$260K	0.52%	39

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bridgewealth Advisory Group's VHT Position: Q4 2024 in Review

Bridgewealth Advisory Group sold out of Vanguard Health Care ETF (VHT) in Q4 2024, closing a stake of 754 shares — an estimated $213K sold.

Bridgewealth Advisory Group first reported a position in VHT in Q4 2022 and held it in 8 quarters. The position peaked at $266K in Q4 2022. 1,057 funds tracked by Wall St. Rank hold VHT as of Q4 2024.

Bridgewealth Advisory Group reported no remaining Vanguard Health Care ETF position as of Q4 2024 after selling out during the quarter.
Bridgewealth Advisory Group sold 754 Vanguard Health Care ETF shares in Q4 2024, an estimated $213K.
Bridgewealth Advisory Group first reported a position in Vanguard Health Care ETF in Q4 2022 and held it in 8 quarters.
Bridgewealth Advisory Group's Vanguard Health Care ETF position peaked at $266K in Q4 2022.
1,057 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2024.

Based on Bridgewealth Advisory Group's 13F filing for Q4 2024, filed 14 Feb 2025.