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Credential Qtrade Securities’s Vanguard Health Care ETF VHT Stock Holding History

Credential Qtrade Securities’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 		$251K Sell
925
-111
-11% -$29.2K 0.01% 230
2023
Q4 		$260K Hold
1,036
– – 0.02% 209
2023
Q3 		$243K Buy
1,036
+500
+93% +$122K 0.02% 208
2023
Q2 		$131K Buy
+536
New +$130K 0.01% 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
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

Credential Qtrade Securities's VHT Position: Q1 2024 in Review

Credential Qtrade Securities reduced its Vanguard Health Care ETF (VHT) stake by 11% in Q1 2024, selling an estimated $29.2K and leaving 925 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #230.

Credential Qtrade Securities first reported a position in VHT in Q2 2023 and has held it in 4 quarters since. The position peaked at $260K in Q4 2023. 993 funds tracked by Wall St. Rank hold VHT as of Q1 2024.

  • Credential Qtrade Securities held 925 shares of Vanguard Health Care ETF worth $251K as of Q1 2024.
  • Credential Qtrade Securities sold 111 Vanguard Health Care ETF shares in Q1 2024, an estimated $29.2K.
  • Vanguard Health Care ETF made up 0.01% of Credential Qtrade Securities's portfolio in Q1 2024, its #230 holding.
  • Credential Qtrade Securities first reported a position in Vanguard Health Care ETF in Q2 2023 and has held it in 4 quarters since.
  • Credential Qtrade Securities's Vanguard Health Care ETF position peaked at $260K in Q4 2023.
  • 993 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.