FineMark National Bank & Trust’s Vanguard Health Care ETF VHT Stock Holding History

FineMark National Bank & Trust’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	–	Sell	-1,003	Closed	-$267K	–	436
2024 Q2	$267K	Buy	+1,003	New	+$263K	0.01%	354
2021 Q4	–	Sell	-1,857	Closed	-$459K	–	480
2021 Q3	$459K	Buy	1,857 +507	+38%	+$130K	0.02%	294
2021 Q2	$334K	Hold	1,350	–	–	0.01%	347
2021 Q1	$309K	Buy	+1,350	New	+$310K	0.01%	349
2020 Q4	–	Sell	-1,047	Closed	-$214K	–	430
2020 Q3	$214K	Hold	1,047	–	–	0.01%	357
2020 Q2	$202K	Buy	+1,047	New	+$196K	0.01%	352

Other funds holding VHT

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

FineMark National Bank & Trust's VHT Position: Q3 2024 in Review

FineMark National Bank & Trust sold out of Vanguard Health Care ETF (VHT) in Q3 2024, closing a stake of 1,003 shares — an estimated $267K sold.

FineMark National Bank & Trust first reported a position in VHT in Q2 2020 and held it in 6 quarters. The position peaked at $459K in Q3 2021. 1,031 funds tracked by Wall St. Rank hold VHT as of Q3 2024.

FineMark National Bank & Trust reported no remaining Vanguard Health Care ETF position as of Q3 2024 after selling out during the quarter.
FineMark National Bank & Trust sold 1,003 Vanguard Health Care ETF shares in Q3 2024, an estimated $267K.
FineMark National Bank & Trust first reported a position in Vanguard Health Care ETF in Q2 2020 and held it in 6 quarters.
FineMark National Bank & Trust's Vanguard Health Care ETF position peaked at $459K in Q3 2021.
1,031 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2024.

Based on FineMark National Bank & Trust's 13F filing for Q3 2024, filed 13 Nov 2024.