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Fernwood Investment Management’s Vanguard Health Care ETF VHT Stock Holding History

Fernwood Investment Management’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
-60
Closed -$16.2K – 665
2024
Q1 		$16.2K Buy
+60
New +$15.8K ﹤0.01% 480
2019
Q4 		– Sell
-3,787
Closed -$635K – 190
2019
Q3 		$635K Buy
+3,787
New +$648K 0.31% 85

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

Fernwood Investment Management's VHT Position: Q2 2024 in Review

Fernwood Investment Management sold out of Vanguard Health Care ETF (VHT) in Q2 2024, closing a stake of 60 shares — an estimated $16.2K sold.

Fernwood Investment Management first reported a position in VHT in Q3 2019 and held it in 2 quarters. The position peaked at $635K in Q3 2019. 998 funds tracked by Wall St. Rank hold VHT as of Q2 2024.

  • Fernwood Investment Management reported no remaining Vanguard Health Care ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 60 Vanguard Health Care ETF shares in Q2 2024, an estimated $16.2K.
  • Fernwood Investment Management first reported a position in Vanguard Health Care ETF in Q3 2019 and held it in 2 quarters.
  • Fernwood Investment Management's Vanguard Health Care ETF position peaked at $635K in Q3 2019.
  • 998 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.