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Cooper Financial Group’s Vanguard Health Care ETF VHT Stock Holding History

Cooper Financial Group’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 		– Sell
-740
Closed -$200K – 396
2024
Q1 		$200K Buy
+740
New +$194K 0.03% 341
2023
Q2 		– Sell
-877
Closed -$209K – 328
2023
Q1 		$209K Sell
877
-39
-4% -$9.38K 0.06% 283
2022
Q4 		$227K Buy
916
+10
+1% +$2.42K 0.07% 265
2022
Q3 		$203K Buy
+906
New +$216K 0.07% 248
2021
Q1 		– Sell
-1,762
Closed -$394K – 316
2020
Q4 		$394K Buy
+1,762
New +$377K 0.08% 179

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cooper Financial Group's VHT Position: Q2 2024 in Review

Cooper Financial Group sold out of Vanguard Health Care ETF (VHT) in Q2 2024, closing a stake of 740 shares — an estimated $200K sold.

Cooper Financial Group first reported a position in VHT in Q4 2020 and held it in 5 quarters. The position peaked at $394K in Q4 2020. 997 funds tracked by Wall St. Rank hold VHT as of Q2 2024.

  • Cooper Financial Group reported no remaining Vanguard Health Care ETF position as of Q2 2024 after selling out during the quarter.
  • Cooper Financial Group sold 740 Vanguard Health Care ETF shares in Q2 2024, an estimated $200K.
  • Cooper Financial Group first reported a position in Vanguard Health Care ETF in Q4 2020 and held it in 5 quarters.
  • Cooper Financial Group's Vanguard Health Care ETF position peaked at $394K in Q4 2020.
  • 997 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2024.

Based on Cooper Financial Group's 13F filing for Q2 2024, filed 15 Jul 2024.