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Courier Capital’s Vanguard Health Care ETF VHT Stock Holding History

Courier Capital’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
Q3 		– Sell
-986
Closed -$262K – 365
2024
Q2 		$262K Hold
986
– – 0.02% 297
2024
Q1 		$267K Sell
986
-27
-3% -$7.09K 0.02% 308
2023
Q4 		$254K Hold
1,013
– – 0.02% 315
2023
Q3 		$238K Hold
1,013
– – 0.02% 312
2023
Q2 		$248K Hold
1,013
– – 0.02% 326
2023
Q1 		$242K Hold
1,013
– – 0.03% 256
2022
Q4 		$251K Hold
1,013
– – 0.03% 251
2022
Q3 		$227K Hold
1,013
– – 0.03% 256
2022
Q2 		$239K Hold
1,013
– – 0.03% 256
2022
Q1 		$258K Sell
1,013
-200
-16% -$49.4K 0.03% 257
2021
Q4 		$323K Hold
1,213
– – 0.03% 235
2021
Q3 		$300K Hold
1,213
– – 0.03% 249
2021
Q2 		$300K Sell
1,213
-160
-12% -$38.2K 0.03% 252
2021
Q1 		$314K Hold
1,373
– – 0.03% 231
2020
Q4 		$307K Hold
1,373
– – 0.03% 227
2020
Q3 		$293K Hold
1,373
– – 0.04% 220
2020
Q2 		$269K Hold
1,373
– – 0.03% 226
2020
Q1 		$251K Buy
1,373
+10
+0.7% +$1.83K 0.04% 220
2019
Q4 		$264K Hold
1,363
– – 0.03% 244
2019
Q3 		$225K Hold
1,363
– – 0.03% 261
2019
Q2 		$237K Sell
1,363
-200
-13% -$33.8K 0.03% 250
2019
Q1 		$270K Sell
1,563
-50
-3% -$8.47K 0.04% 230
2018
Q4 		$259K Hold
1,613
– – 0.04% 216
2018
Q3 		$291K Hold
1,613
– – 0.04% 230
2018
Q2 		$257K Sell
1,613
-40
-2% -$6.3K 0.03% 245
2018
Q1 		$254K Hold
1,653
– – 0.03% 243
2017
Q4 		$255K Hold
1,653
– – 0.03% 251
2017
Q3 		$252K Buy
+1,653
New +$247K 0.04% 235

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

Courier Capital's VHT Position: Q3 2024 in Review

Courier Capital sold out of Vanguard Health Care ETF (VHT) in Q3 2024, closing a stake of 986 shares — an estimated $262K sold.

Courier Capital first reported a position in VHT in Q3 2017 and held it in 28 quarters. The position peaked at $323K in Q4 2021. 1,030 funds tracked by Wall St. Rank hold VHT as of Q3 2024.

  • Courier Capital reported no remaining Vanguard Health Care ETF position as of Q3 2024 after selling out during the quarter.
  • Courier Capital sold 986 Vanguard Health Care ETF shares in Q3 2024, an estimated $262K.
  • Courier Capital first reported a position in Vanguard Health Care ETF in Q3 2017 and held it in 28 quarters.
  • Courier Capital's Vanguard Health Care ETF position peaked at $323K in Q4 2021.
  • 1,030 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2024.

Based on Courier Capital's 13F filing for Q3 2024, filed 22 Oct 2024.