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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

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PCH
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Wells Fargo
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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 $376B AUM 19.32% 1-Year Est. Return
BCMIO
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return