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Connectus Wealth’s Vanguard Health Care ETF VHT Stock Holding History

Connectus Wealth’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 		$10.4M Sell
38,602
-4,204
-10% -$1.1M 0.29% 82
2023
Q4 		$10.7M Sell
42,806
-846
-2% -$200K 0.22% 103
2023
Q3 		$10.3M Buy
+43,652
New +$10.6M 0.23% 103

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 $666B 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 $530B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Connectus Wealth's VHT Position: Q1 2024 in Review

Connectus Wealth reduced its Vanguard Health Care ETF (VHT) stake by 9.8% in Q1 2024, selling an estimated $1.1M and leaving 38,602 shares worth $10.4M. The position accounts for 0.29% of the portfolio, ranked #82.

Connectus Wealth first reported a position in VHT in Q3 2023 and has held it in 3 quarters since. The position peaked at $10.7M in Q4 2023. 991 funds tracked by Wall St. Rank hold VHT as of Q1 2024.

  • Connectus Wealth held 38,602 shares of Vanguard Health Care ETF worth $10.4M as of Q1 2024.
  • Connectus Wealth sold 4,204 Vanguard Health Care ETF shares in Q1 2024, an estimated $1.1M.
  • Vanguard Health Care ETF made up 0.29% of Connectus Wealth's portfolio in Q1 2024, its #82 holding.
  • Connectus Wealth first reported a position in Vanguard Health Care ETF in Q3 2023 and has held it in 3 quarters since.
  • Connectus Wealth's Vanguard Health Care ETF position peaked at $10.7M in Q4 2023.
  • 991 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.