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DCM Advisors’s Vanguard Health Care ETF VHT Stock Holding History

DCM Advisors’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
Q2 		– Sell
-1,322
Closed -$358K – 76
2024
Q1 		$358K Hold
1,322
– – 0.15% 59
2023
Q4 		$331K Hold
1,322
– – 0.12% 98
2023
Q3 		$311K Hold
1,322
– – 0.14% 68
2023
Q2 		$324K Hold
1,322
– – 0.14% 66
2023
Q1 		$315K Hold
1,322
– – 0.15% 60
2022
Q4 		$328K Hold
1,322
– – 0.16% 60
2022
Q3 		$296K Buy
+1,322
New +$316K 0.15% 149
2022
Q1 		– Sell
-779
Closed -$208K – 228
2021
Q4 		$208K Buy
779
+34
+5% +$8.67K 0.06% 196
2021
Q3 		$184K Buy
+745
New +$191K 0.07% 226

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

DCM Advisors's VHT Position: Q2 2024 in Review

DCM Advisors sold out of Vanguard Health Care ETF (VHT) in Q2 2024, closing a stake of 1,322 shares — an estimated $358K sold.

DCM Advisors first reported a position in VHT in Q3 2021 and held it in 9 quarters. The position peaked at $358K in Q1 2024. 997 funds tracked by Wall St. Rank hold VHT as of Q2 2024.

  • DCM Advisors reported no remaining Vanguard Health Care ETF position as of Q2 2024 after selling out during the quarter.
  • DCM Advisors sold 1,322 Vanguard Health Care ETF shares in Q2 2024, an estimated $358K.
  • DCM Advisors first reported a position in Vanguard Health Care ETF in Q3 2021 and held it in 9 quarters.
  • DCM Advisors's Vanguard Health Care ETF position peaked at $358K in Q1 2024.
  • 997 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2024.

Based on DCM Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.