Cambridge Trust’s Vanguard Health Care ETF VHT Stock Holding History

Cambridge Trust’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 Q1	$157K	Sell	579 -83	-13%	-$21.8K	0.01%	286
2023 Q4	$166K	Hold	662	–	–	0.01%	289
2023 Q3	$156K	Hold	662	–	–	0.01%	289
2023 Q2	$162K	Sell	662 -57	-8%	-$13.9K	0.01%	291
2023 Q1	$171K	Sell	719 -103	-13%	-$24.8K	0.01%	289
2022 Q4	$204K	Buy	822 +115	+16%	+$27.9K	0.01%	285
2022 Q3	$158K	Buy	707 +673	+1,979%	+$161K	0.01%	306
2022 Q2	$8K	Hold	34	–	–	﹤0.01%	711
2022 Q1	$9K	Hold	34	–	–	﹤0.01%	767
2021 Q4	$9K	Buy	+34	New	+$8.67K	﹤0.01%	839

Other funds holding VHT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Cambridge Trust's VHT Position: Q1 2024 in Review

Cambridge Trust reduced its Vanguard Health Care ETF (VHT) stake by 13% in Q1 2024, selling an estimated $21.8K and leaving 579 shares worth $157K. The position accounts for 0.01% of the portfolio, ranked #286.

Cambridge Trust first reported a position in VHT in Q4 2021 and has held it in 10 quarters since. The position peaked at $204K in Q4 2022. 993 funds tracked by Wall St. Rank hold VHT as of Q1 2024.

Cambridge Trust held 579 shares of Vanguard Health Care ETF worth $157K as of Q1 2024.
Cambridge Trust sold 83 Vanguard Health Care ETF shares in Q1 2024, an estimated $21.8K.
Vanguard Health Care ETF made up 0.01% of Cambridge Trust's portfolio in Q1 2024, its #286 holding.
Cambridge Trust first reported a position in Vanguard Health Care ETF in Q4 2021 and has held it in 10 quarters since.
Cambridge Trust's Vanguard Health Care ETF position peaked at $204K in Q4 2022.
993 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.