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

Byrne 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 Q4	–	Sell	-10	Closed	-$2.82K	–	577
2024 Q3	$2.82K	Hold	10	–	–	﹤0.01%	490
2024 Q2	$2.67K	Hold	10	–	–	﹤0.01%	488
2024 Q1	$2.71K	Sell	10 -15	-60%	-$3.94K	﹤0.01%	480
2023 Q4	$6.26K	Hold	25	–	–	﹤0.01%	397
2023 Q3	$6K	Hold	25	–	–	0.01%	388
2023 Q2	$6K	Hold	25	–	–	﹤0.01%	455
2023 Q1	$6K	Hold	25	–	–	﹤0.01%	443
2022 Q4	$6.2K	Hold	25	–	–	﹤0.01%	423
2022 Q3	$6K	Hold	25	–	–	﹤0.01%	398
2022 Q2	$6K	Hold	25	–	–	﹤0.01%	415
2022 Q1	$6K	Hold	25	–	–	﹤0.01%	440
2021 Q4	$7K	Buy	+25	New	+$6.38K	﹤0.01%	432

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

Byrne Asset Management's VHT Position: Q4 2024 in Review

Byrne Asset Management sold out of Vanguard Health Care ETF (VHT) in Q4 2024, closing a stake of 10 shares — an estimated $2.82K sold.

Byrne Asset Management first reported a position in VHT in Q4 2021 and held it in 12 quarters. The position peaked at $7K in Q4 2021. 1,058 funds tracked by Wall St. Rank hold VHT as of Q4 2024.

Byrne Asset Management reported no remaining Vanguard Health Care ETF position as of Q4 2024 after selling out during the quarter.
Byrne Asset Management sold 10 Vanguard Health Care ETF shares in Q4 2024, an estimated $2.82K.
Byrne Asset Management first reported a position in Vanguard Health Care ETF in Q4 2021 and held it in 12 quarters.
Byrne Asset Management's Vanguard Health Care ETF position peaked at $7K in Q4 2021.
1,058 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2024.

Based on Byrne Asset Management's 13F filing for Q4 2024, filed 28 Jan 2025.