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BSW
Buckingham Strategic Wealth’s
Vanguard Health Care ETF
VHT
Stock Holding History
Buckingham Strategic Wealth’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
$1.24M
Buy
4,657
+609
+15%
+$160K
0.01%
301
2024
Q1
$1.1M
Buy
4,048
+604
+18%
+$159K
0.01%
319
2023
Q4
$863K
Buy
3,444
+1,565
+83%
+$371K
0.01%
346
2023
Q3
$442K
Sell
1,879
-102
-5%
-$24.9K
0.01%
446
2023
Q2
$485K
Buy
1,981
+535
+37%
+$130K
0.01%
429
2023
Q1
$359K
Hold
1,446
–
–
0.01%
452
2022
Q4
$359K
Sell
1,446
-431
-23%
-$104K
0.01%
454
2022
Q3
$420K
Sell
1,877
-1
-0.1%
-$239
0.01%
401
2022
Q2
$442K
Buy
1,878
+295
+19%
+$71.1K
0.01%
392
2022
Q1
$403K
Buy
1,583
+580
+58%
+$143K
0.01%
408
2021
Q4
$267K
Buy
+1,003
New
+$256K
0.01%
502
2016
Q1
–
Sell
-2,502
Closed
-$332K
–
251
2015
Q4
$332K
Buy
2,502
+9
+0.4%
+$1.17K
0.11%
126
2015
Q3
$306K
Buy
2,493
+23
+0.9%
+$3.15K
0.11%
139
2015
Q2
$346K
Hold
2,470
–
–
0.11%
136
2015
Q1
$335K
Hold
2,470
–
–
0.13%
131
2014
Q4
$310K
Buy
+2,470
New
+$303K
0.12%
128
Other funds holding VHT
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B 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
San Francisco, California
$501B 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
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton, Ohio
$1.78B AUM
14.7%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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