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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 $1.66T 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return