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Bulltick Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Bulltick Wealth 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
-60,111
Closed -$16.3M – 119
2024
Q1 		$16.3M Sell
60,111
-1,680
-3% -$441K 2.78% 8
2023
Q4 		$15.5M Sell
61,791
-2,155
-3% -$510K 3.52% 4
2023
Q3 		$15.1M Sell
63,946
-3,695
-5% -$901K 3.63% 4
2023
Q2 		$16.6M Sell
67,641
-70
-0.1% -$17K 3.69% 4
2023
Q1 		$16.1M Sell
67,711
-1,515
-2% -$365K 4.19% 2
2022
Q4 		$17.2M Sell
69,226
-2,670
-4% -$647K 4.88% 1
2022
Q3 		$16.1M Hold
71,896
– – 4.84% 2
2022
Q2 		$16.9M Buy
71,896
+30
+0% +$7.23K 4.53% 2
2022
Q1 		$18.3M Buy
71,866
+26,595
+59% +$6.57M 4.12% 3
2021
Q4 		$12.1M Sell
45,271
-627
-1% -$160K 2.39% 17
2021
Q3 		$11.4M Sell
45,898
-2,130
-4% -$546K 2.59% 15
2021
Q2 		$11.9M Buy
48,028
+4,830
+11% +$1.15M 2.74% 13
2021
Q1 		$9.88M Buy
43,198
+2,163
+5% +$496K 2.74% 16
2020
Q4 		$9.18M Buy
+41,035
New +$8.77M 2.7% 18

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

Bulltick Wealth Management's VHT Position: Q2 2024 in Review

Bulltick Wealth Management sold out of Vanguard Health Care ETF (VHT) in Q2 2024, closing a stake of 60,111 shares — an estimated $16.3M sold.

Bulltick Wealth Management first reported a position in VHT in Q4 2020 and held it in 14 quarters. The position peaked at $18.3M in Q1 2022. 997 funds tracked by Wall St. Rank hold VHT as of Q2 2024.

  • Bulltick Wealth Management reported no remaining Vanguard Health Care ETF position as of Q2 2024 after selling out during the quarter.
  • Bulltick Wealth Management sold 60,111 Vanguard Health Care ETF shares in Q2 2024, an estimated $16.3M.
  • Bulltick Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2020 and held it in 14 quarters.
  • Bulltick Wealth Management's Vanguard Health Care ETF position peaked at $18.3M in Q1 2022.
  • 997 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2024.

Based on Bulltick Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.