CP
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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return