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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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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. 993 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.
  • 993 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.