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ETFidea’s Vanguard Health Care ETF VHT Stock Holding History

ETFidea’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 		$279K Sell
989
-70
-7% -$19.4K 0.09% 102
2024
Q2 		$282K Hold
1,059
– – 0.1% 98
2024
Q1 		$286K Buy
1,059
+204
+24% +$53.6K 0.1% 96
2023
Q4 		$214K Buy
+855
New +$202K 0.08% 104

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 $666B 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 $530B 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 $377B AUM 19.32% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ETFidea's VHT Position: Q3 2024 in Review

ETFidea reduced its Vanguard Health Care ETF (VHT) stake by 6.6% in Q3 2024, selling an estimated $19.4K and leaving 989 shares worth $279K. The position accounts for 0.09% of the portfolio, ranked #102.

ETFidea first reported a position in VHT in Q4 2023 and has held it in 4 quarters since. The position peaked at $286K in Q1 2024. 1,028 funds tracked by Wall St. Rank hold VHT as of Q3 2024.

  • ETFidea held 989 shares of Vanguard Health Care ETF worth $279K as of Q3 2024.
  • ETFidea sold 70 Vanguard Health Care ETF shares in Q3 2024, an estimated $19.4K.
  • Vanguard Health Care ETF made up 0.09% of ETFidea's portfolio in Q3 2024, its #102 holding.
  • ETFidea first reported a position in Vanguard Health Care ETF in Q4 2023 and has held it in 4 quarters since.
  • ETFidea's Vanguard Health Care ETF position peaked at $286K in Q1 2024.
  • 1,028 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2024.

Based on ETFidea's 13F filing for Q3 2024, filed 8 Nov 2024.