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

Cypress 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 Q4	–	Sell	-847	Closed	-$239K	–	88
2024 Q3	$239K	Sell	847 -847	-50%	-$235K	0.06%	75
2024 Q2	$451K	Buy	1,694 +847	+100%	+$222K	0.11%	69
2024 Q1	$229K	Hold	847	–	–	0.06%	76
2023 Q4	$212K	Hold	847	–	–	0.06%	75
2023 Q3	$199K	Hold	847	–	–	0.06%	77
2023 Q2	$207K	Hold	847	–	–	0.06%	77
2023 Q1	$202K	Hold	847	–	–	0.06%	64
2022 Q4	$210K	Buy	+847	New	+$205K	0.07%	80
2022 Q2	–	Sell	-847	Closed	-$215K	–	206
2022 Q1	$215K	Hold	847	–	–	0.03%	196
2021 Q4	$226K	Buy	+847	New	+$216K	0.03%	188
2021 Q2	–	Sell	-6	Closed	-$1K	–	118
2021 Q1	$1K	Buy	+6	New	+$1.38K	﹤0.01%	107

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cypress Capital's VHT Position: Q4 2024 in Review

Cypress Capital sold out of Vanguard Health Care ETF (VHT) in Q4 2024, closing a stake of 847 shares — an estimated $239K sold.

Cypress Capital first reported a position in VHT in Q1 2021 and held it in 11 quarters. The position peaked at $451K in Q2 2024. 1,058 funds tracked by Wall St. Rank hold VHT as of Q4 2024.

Cypress Capital reported no remaining Vanguard Health Care ETF position as of Q4 2024 after selling out during the quarter.
Cypress Capital sold 847 Vanguard Health Care ETF shares in Q4 2024, an estimated $239K.
Cypress Capital first reported a position in Vanguard Health Care ETF in Q1 2021 and held it in 11 quarters.
Cypress Capital's Vanguard Health Care ETF position peaked at $451K in Q2 2024.
1,058 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2024.

Based on Cypress Capital's 13F filing for Q4 2024, filed 3 Feb 2025.