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BTS Asset Management’s Vanguard Health Care ETF VHT Stock Holding History

BTS Asset 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
Q2 		– Sell
-616
Closed -$167K – 39
2024
Q1 		$167K Sell
616
-212
-26% -$55.7K 0.14% 31
2023
Q4 		$208K Sell
828
-195
-19% -$46.2K 0.16% 25
2023
Q3 		$242K Sell
1,023
-860
-46% -$210K 0.16% 35
2023
Q2 		$461K Buy
1,883
+7
+0.4% +$1.7K 0.23% 26
2023
Q1 		$447K Sell
1,876
-76
-4% -$18.3K 0.26% 24
2022
Q4 		$486K Buy
+1,952
New +$473K 0.21% 26
2022
Q3 		– Sell
-2,136
Closed -$505K – 43
2022
Q2 		$505K Buy
2,136
+876
+70% +$211K 1.13% 25
2022
Q1 		$324K Buy
+1,260
New +$311K 0.1% 26

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BTS Asset Management's VHT Position: Q2 2024 in Review

BTS Asset Management sold out of Vanguard Health Care ETF (VHT) in Q2 2024, closing a stake of 616 shares — an estimated $167K sold.

BTS Asset Management first reported a position in VHT in Q1 2022 and held it in 8 quarters. The position peaked at $505K in Q2 2022. 997 funds tracked by Wall St. Rank hold VHT as of Q2 2024.

  • BTS Asset Management reported no remaining Vanguard Health Care ETF position as of Q2 2024 after selling out during the quarter.
  • BTS Asset Management sold 616 Vanguard Health Care ETF shares in Q2 2024, an estimated $167K.
  • BTS Asset Management first reported a position in Vanguard Health Care ETF in Q1 2022 and held it in 8 quarters.
  • BTS Asset Management's Vanguard Health Care ETF position peaked at $505K in Q2 2022.
  • 997 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2024.

Based on BTS Asset Management's 13F filing for Q2 2024, filed 5 Aug 2024.