Forefront Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Forefront Wealth Management’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
2023 Q3	$639K	Buy	2,719 +17	+0.6%	+$4.14K	0.9%	31
2023 Q2	$661K	Sell	2,702 -24	-0.9%	-$5.84K	0.87%	31
2023 Q1	$650K	Sell	2,726 -30	-1%	-$7.22K	0.85%	31
2022 Q4	$684K	Buy	2,756 +22	+0.8%	+$5.33K	0.92%	27
2022 Q3	$611K	Sell	2,734 -145	-5%	-$34.6K	0.85%	30
2022 Q2	$679K	Sell	2,879 -65	-2%	-$15.7K	0.91%	29
2022 Q1	$749K	Buy	2,944 +4	+0.1%	+$988	0.74%	33
2021 Q4	$783K	Buy	+2,940	New	+$750K	0.75%	34

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

BCMIO

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Forefront Wealth Management's VHT Position: Q3 2023 in Review

Forefront Wealth Management increased its Vanguard Health Care ETF (VHT) stake by 0.63% in Q3 2023, buying an estimated $4.14K and bringing the position to 2,719 shares worth $639K. The position accounts for 0.9% of the portfolio, ranked #31.

Forefront Wealth Management first reported a position in VHT in Q4 2021 and has held it in 8 quarters since. The position peaked at $783K in Q4 2021. 928 funds tracked by Wall St. Rank hold VHT as of Q3 2023.

Forefront Wealth Management held 2,719 shares of Vanguard Health Care ETF worth $639K as of Q3 2023.
Forefront Wealth Management bought 17 Vanguard Health Care ETF shares in Q3 2023, an estimated $4.14K.
Vanguard Health Care ETF made up 0.9% of Forefront Wealth Management's portfolio in Q3 2023, its #31 holding.
Forefront Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2021 and has held it in 8 quarters since.
Forefront Wealth Management's Vanguard Health Care ETF position peaked at $783K in Q4 2021.
928 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2023.

Based on Forefront Wealth Management's 13F filing for Q3 2023, filed 6 Nov 2023.