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Coombe, Bender & Co’s Vanguard Health Care ETF VHT Stock Holding History

Coombe, Bender & Co’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
Q2 		$341K Buy
1,280
+252
+25% +$66.1K 0.2% 63
2024
Q1 		$278K Sell
1,028
-66
-6% -$17.3K 0.17% 63
2023
Q4 		$274K Buy
1,094
+61
+6% +$14.4K 0.17% 66
2023
Q3 		$243K Buy
1,033
+4
+0.4% +$975 0.18% 64
2023
Q2 		$252K Buy
1,029
+436
+74% +$106K 0.18% 65
2023
Q1 		$142K Buy
593
+83
+16% +$20K 0.11% 80
2022
Q4 		$127K Buy
+510
New +$124K 0.12% 75

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
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return