Corepath Wealth Partners’s Vanguard Health Care ETF VHT Stock Holding History

Corepath Wealth 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
2024 Q1	–	Sell	-2,320	Closed	-$591K	–	39
2023 Q4	$591K	Hold	2,320	–	–	0.33%	22
2023 Q3	$548K	Hold	2,320	–	–	0.33%	22
2023 Q2	$563K	Sell	2,320 -52	-2%	-$12.7K	0.33%	22
2023 Q1	$590K	Hold	2,372	–	–	0.37%	20
2022 Q4	$579K	Hold	2,372	–	–	0.39%	19
2022 Q3	$549K	Hold	2,372	–	–	0.41%	19
2022 Q2	$557K	Hold	2,372	–	–	0.41%	20
2022 Q1	$590K	Hold	2,372	–	–	0.41%	19
2021 Q4	$605K	Buy	2,372 +52	+2%	+$13.3K	0.43%	21
2021 Q3	$568K	Hold	2,320	–	–	0.44%	20
2021 Q2	$598K	Hold	2,320	–	–	0.46%	20
2021 Q1	$535K	Sell	2,320 -116	-5%	-$26.6K	0.47%	22
2020 Q4	$544K	Buy	+2,436	New	+$521K	0.57%	20

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

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

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

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

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

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Corepath Wealth Partners's VHT Position: Q1 2024 in Review

Corepath Wealth Partners sold out of Vanguard Health Care ETF (VHT) in Q1 2024, closing a stake of 2,320 shares — an estimated $591K sold.

Corepath Wealth Partners first reported a position in VHT in Q4 2020 and held it in 13 quarters. The position peaked at $605K in Q4 2021. 994 funds tracked by Wall St. Rank hold VHT as of Q1 2024.

Corepath Wealth Partners reported no remaining Vanguard Health Care ETF position as of Q1 2024 after selling out during the quarter.
Corepath Wealth Partners sold 2,320 Vanguard Health Care ETF shares in Q1 2024, an estimated $591K.
Corepath Wealth Partners first reported a position in Vanguard Health Care ETF in Q4 2020 and held it in 13 quarters.
Corepath Wealth Partners's Vanguard Health Care ETF position peaked at $605K in Q4 2021.
994 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2024.

Based on Corepath Wealth Partners's 13F filing for Q1 2024, filed 29 Apr 2024.