First Personal Financial Services’s Vanguard Health Care ETF VHT Stock Holding History

First Personal Financial Services’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	$70.5K	Hold	250	–	–	0.01%	180
2024 Q2	$66.5K	Sell	250 -106	-30%	-$27.8K	0.02%	180
2024 Q1	$96.3K	Hold	356	–	–	0.02%	154
2023 Q4	$89.3K	Hold	356	–	–	0.02%	166
2023 Q3	$83.7K	Hold	356	–	–	0.02%	167
2023 Q2	$87.2K	Hold	356	–	–	0.02%	168
2023 Q1	$84.9K	Hold	356	–	–	0.02%	164
2022 Q4	$88.3K	Hold	356	–	–	0.02%	166
2022 Q3	$80K	Hold	356	–	–	0.02%	161
2022 Q2	$84K	Hold	356	–	–	0.02%	145
2022 Q1	$91K	Hold	356	–	–	0.02%	155
2021 Q4	$95K	Hold	356	–	–	0.02%	153
2021 Q3	$88K	Hold	356	–	–	0.02%	158
2021 Q2	$88K	Buy	+356	New	+$85.1K	0.02%	155

Other funds holding VHT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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 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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Personal Financial Services's VHT Position: Q3 2024 in Review

First Personal Financial Services held its Vanguard Health Care ETF (VHT) position steady in Q3 2024 at 250 shares worth $70.5K. The position accounts for 0.01% of the portfolio, ranked #180.

First Personal Financial Services first reported a position in VHT in Q2 2021 and has held it in 14 quarters since. The position peaked at $96.3K in Q1 2024. 1,028 funds tracked by Wall St. Rank hold VHT as of Q3 2024.

First Personal Financial Services held 250 shares of Vanguard Health Care ETF worth $70.5K as of Q3 2024.
First Personal Financial Services left its Vanguard Health Care ETF share count unchanged in Q3 2024.
Vanguard Health Care ETF made up 0.01% of First Personal Financial Services's portfolio in Q3 2024, its #180 holding.
First Personal Financial Services first reported a position in Vanguard Health Care ETF in Q2 2021 and has held it in 14 quarters since.
First Personal Financial Services's Vanguard Health Care ETF position peaked at $96.3K in Q1 2024.
1,028 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.