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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
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

Buckingham Strategic Wealth's VHT Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Vanguard Health Care ETF (VHT) stake by 15% in Q2 2024, buying an estimated $160K and bringing the position to 4,657 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #301.

Buckingham Strategic Wealth first reported a position in VHT in Q4 2014 and has held it in 16 quarters since. 997 funds tracked by Wall St. Rank hold VHT as of Q2 2024.

  • Buckingham Strategic Wealth held 4,657 shares of Vanguard Health Care ETF worth $1.24M as of Q2 2024.
  • Buckingham Strategic Wealth bought 609 Vanguard Health Care ETF shares in Q2 2024, an estimated $160K.
  • Vanguard Health Care ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #301 holding.
  • Buckingham Strategic Wealth first reported a position in Vanguard Health Care ETF in Q4 2014 and has held it in 16 quarters since.
  • 997 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.