FirstPurpose Wealth’s Vanguard Health Care ETF VHT Stock Holding History

FirstPurpose Wealth’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 Q1	$543K	Buy	2,091 +544	+35%	+$143K	0.2%	91
2023 Q4	$388K	Buy	1,547 +322	+26%	+$76.3K	0.15%	126
2023 Q3	$288K	Sell	1,225 -85	-6%	-$20.7K	0.12%	146
2023 Q2	$321K	Buy	1,310 +299	+30%	+$72.7K	0.14%	128
2023 Q1	$241K	Buy	1,011 +63	+7%	+$15.2K	0.12%	156
2022 Q4	$235K	Buy	948 +4	+0.4%	+$970	0.13%	153
2022 Q3	$211K	Buy	+944	New	+$225K	0.14%	133
2022 Q2	–	Sell	-1,287	Closed	-$327K	–	158
2022 Q1	$327K	Buy	1,287 +283	+28%	+$69.9K	0.26%	92
2021 Q4	$267K	Buy	+1,004	New	+$256K	0.17%	108

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 $20.6B AUM 59.59% 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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

FirstPurpose Wealth's VHT Position: Q1 2024 in Review

FirstPurpose Wealth increased its Vanguard Health Care ETF (VHT) stake by 35% in Q1 2024, buying an estimated $143K and bringing the position to 2,091 shares worth $543K. The position accounts for 0.2% of the portfolio, ranked #91.

FirstPurpose Wealth first reported a position in VHT in Q4 2021 and has held it in 9 quarters since. 991 funds tracked by Wall St. Rank hold VHT as of Q1 2024.

FirstPurpose Wealth held 2,091 shares of Vanguard Health Care ETF worth $543K as of Q1 2024.
FirstPurpose Wealth bought 544 Vanguard Health Care ETF shares in Q1 2024, an estimated $143K.
Vanguard Health Care ETF made up 0.2% of FirstPurpose Wealth's portfolio in Q1 2024, its #91 holding.
FirstPurpose Wealth first reported a position in Vanguard Health Care ETF in Q4 2021 and has held it in 9 quarters since.
991 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.