FinTrust Capital Advisors’s Vanguard Health Care ETF VHT Stock Holding History

FinTrust Capital 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 Q3	$28.2K	Hold	100	–	–	﹤0.01%	736
2024 Q2	$26.6K	Hold	100	–	–	﹤0.01%	702
2024 Q1	$27.1K	Sell	100 -182	-65%	-$47.8K	0.01%	680
2023 Q4	$70.7K	Hold	282	–	–	0.01%	420
2023 Q3	$66.3K	Hold	282	–	–	0.01%	409
2023 Q2	$70K	Hold	282	–	–	0.02%	397
2023 Q1	$70K	Hold	282	–	–	0.02%	394
2022 Q4	$70K	Hold	282	–	–	0.02%	395
2022 Q3	$66K	Hold	282	–	–	0.02%	455
2022 Q2	$68K	Hold	282	–	–	0.02%	474
2022 Q1	$72K	Hold	282	–	–	0.02%	487
2021 Q4	$75K	Sell	282 -36	-11%	-$9.18K	0.02%	483
2021 Q3	$79K	Hold	318	–	–	0.02%	469
2021 Q2	$79K	Hold	318	–	–	0.02%	475
2021 Q1	$73K	Hold	318	–	–	0.02%	479
2020 Q4	$71K	Hold	318	–	–	0.02%	442
2020 Q3	$65K	Hold	318	–	–	0.01%	444
2020 Q2	$61K	Hold	318	–	–	0.02%	437
2020 Q1	$53K	Hold	318	–	–	0.03%	414
2019 Q4	$61K	Hold	318	–	–	0.02%	402
2019 Q3	$53K	Hold	318	–	–	0.02%	439
2019 Q2	$55K	Buy	318 +182	+134%	+$30.7K	0.02%	392
2019 Q1	$23K	Sell	136 -20	-13%	-$3.39K	0.01%	575
2018 Q4	$25K	Buy	+156	New	+$26.4K	0.01%	545

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

FinTrust Capital Advisors's VHT Position: Q3 2024 in Review

FinTrust Capital Advisors held its Vanguard Health Care ETF (VHT) position steady in Q3 2024 at 100 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

FinTrust Capital Advisors first reported a position in VHT in Q4 2018 and has held it in 24 quarters since. The position peaked at $79K in Q3 2021. 1,030 funds tracked by Wall St. Rank hold VHT as of Q3 2024.

FinTrust Capital Advisors held 100 shares of Vanguard Health Care ETF worth $28.2K as of Q3 2024.
FinTrust Capital Advisors left its Vanguard Health Care ETF share count unchanged in Q3 2024.
Vanguard Health Care ETF made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #736 holding.
FinTrust Capital Advisors first reported a position in Vanguard Health Care ETF in Q4 2018 and has held it in 24 quarters since.
FinTrust Capital Advisors's Vanguard Health Care ETF position peaked at $79K in Q3 2021.
1,030 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.