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

Castle 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
2022
Q4 		– Sell
-81
Closed -$18K – 613
2022
Q3 		$18K Hold
81
– – 0.01% 344
2022
Q2 		$19K Buy
+81
New +$19.5K 0.01% 321

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Castle Wealth Management's VHT Position: Q4 2022 in Review

Castle Wealth Management sold out of Vanguard Health Care ETF (VHT) in Q4 2022, closing a stake of 81 shares — an estimated $18K sold.

Castle Wealth Management first reported a position in VHT in Q2 2022 and held it in 2 quarters. The position peaked at $19K in Q2 2022. 942 funds tracked by Wall St. Rank hold VHT as of Q4 2022.

  • Castle Wealth Management reported no remaining Vanguard Health Care ETF position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 81 Vanguard Health Care ETF shares in Q4 2022, an estimated $18K.
  • Castle Wealth Management first reported a position in Vanguard Health Care ETF in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Vanguard Health Care ETF position peaked at $19K in Q2 2022.
  • 942 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.