Fort Point Capital Partners’s Vanguard Health Care ETF VHT Stock Holding History

Fort Point Capital Partners’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 Q2	–	Sell	-12,001	Closed	-$2.86M	–	302
2023 Q1	$2.86M	Sell	12,001 -169	-1%	-$40.7K	0.43%	49
2022 Q4	$3.02M	Buy	12,170 +1,135	+10%	+$275K	0.47%	50
2022 Q3	$2.47M	Buy	11,035 +337	+3%	+$80.4K	0.41%	54
2022 Q2	$2.52M	Buy	10,698 +4,260	+66%	+$1.03M	0.41%	55
2022 Q1	$1.64M	Buy	+6,438	New	+$1.59M	0.23%	76

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fort Point Capital Partners's VHT Position: Q2 2023 in Review

Fort Point Capital Partners sold out of Vanguard Health Care ETF (VHT) in Q2 2023, closing a stake of 12,001 shares — an estimated $2.86M sold.

Fort Point Capital Partners first reported a position in VHT in Q1 2022 and held it in 5 quarters. The position peaked at $3.02M in Q4 2022. 923 funds tracked by Wall St. Rank hold VHT as of Q2 2023.

Fort Point Capital Partners reported no remaining Vanguard Health Care ETF position as of Q2 2023 after selling out during the quarter.
Fort Point Capital Partners sold 12,001 Vanguard Health Care ETF shares in Q2 2023, an estimated $2.86M.
Fort Point Capital Partners first reported a position in Vanguard Health Care ETF in Q1 2022 and held it in 5 quarters.
Fort Point Capital Partners's Vanguard Health Care ETF position peaked at $3.02M in Q4 2022.
923 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2023.

Based on Fort Point Capital Partners's 13F filing for Q2 2023, filed 14 Aug 2023.