Castleview Partners’s Vanguard Health Care ETF VHT Stock Holding History

Castleview Partners’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
2025 Q1	–	Sell	-247	Closed	-$62.8K	–	559
2024 Q4	$62.8K	Buy	247 +2	+0.8%	+$539	0.03%	307
2024 Q3	$69.2K	Buy	245 +1	+0.4%	+$278	0.04%	280
2024 Q2	$64.9K	Hold	244	–	–	0.04%	300
2024 Q1	$66.1K	Hold	244	–	–	0.04%	307
2023 Q4	$61.1K	Buy	+244	New	+$57.8K	0.04%	270
2022 Q3	–	Sell	-400	Closed	-$131K	–	766
2022 Q2	$131K	Buy	400 +200	+100%	+$48.2K	0.1%	185
2022 Q1	$50K	Buy	+200	New	+$49.4K	0.03%	351
2021 Q2	$49K	Buy	+200	New	+$47.8K	0.02%	422

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Castleview Partners's VHT Position: Q1 2025 in Review

Castleview Partners sold out of Vanguard Health Care ETF (VHT) in Q1 2025, closing a stake of 247 shares — an estimated $62.8K sold.

Castleview Partners first reported a position in VHT in Q2 2021 and held it in 8 quarters. The position peaked at $131K in Q2 2022. 1,059 funds tracked by Wall St. Rank hold VHT as of Q1 2025.

Castleview Partners reported no remaining Vanguard Health Care ETF position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 247 Vanguard Health Care ETF shares in Q1 2025, an estimated $62.8K.
Castleview Partners first reported a position in Vanguard Health Care ETF in Q2 2021 and held it in 8 quarters.
Castleview Partners's Vanguard Health Care ETF position peaked at $131K in Q2 2022.
1,059 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.