Fortitude Advisory Group’s Vanguard Health Care ETF VHT Stock Holding History

Fortitude Advisory Group’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 Q4	–	Sell	-887	Closed	-$250K	–	218
2024 Q3	$250K	Buy	887 +1	+0.1%	+$278	0.16%	152
2024 Q2	$236K	Hold	886	–	–	0.14%	154
2024 Q1	$240K	Hold	886	–	–	0.14%	163
2023 Q4	$222K	Hold	886	–	–	0.13%	177
2023 Q3	$208K	Buy	886 +57	+7%	+$13.9K	0.14%	174
2023 Q2	$203K	Sell	829 -112	-12%	-$27.2K	0.15%	178
2023 Q1	$224K	Buy	941 +6	+0.6%	+$1.44K	0.17%	167
2022 Q4	$232K	Hold	935	–	–	0.2%	161
2022 Q3	$209K	Hold	935	–	–	0.2%	161
2022 Q2	$220K	Hold	935	–	–	0.2%	157
2022 Q1	$238K	Sell	935 -13	-1%	-$3.21K	0.13%	169
2021 Q4	$252K	Buy	+948	New	+$242K	0.13%	161

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fortitude Advisory Group's VHT Position: Q4 2024 in Review

Fortitude Advisory Group sold out of Vanguard Health Care ETF (VHT) in Q4 2024, closing a stake of 887 shares — an estimated $250K sold.

Fortitude Advisory Group first reported a position in VHT in Q4 2021 and held it in 12 quarters. The position peaked at $252K in Q4 2021. 1,057 funds tracked by Wall St. Rank hold VHT as of Q4 2024.

Fortitude Advisory Group reported no remaining Vanguard Health Care ETF position as of Q4 2024 after selling out during the quarter.
Fortitude Advisory Group sold 887 Vanguard Health Care ETF shares in Q4 2024, an estimated $250K.
Fortitude Advisory Group first reported a position in Vanguard Health Care ETF in Q4 2021 and held it in 12 quarters.
Fortitude Advisory Group's Vanguard Health Care ETF position peaked at $252K in Q4 2021.
1,057 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2024.

Based on Fortitude Advisory Group's 13F filing for Q4 2024, filed 22 Jan 2025.