FAG
VHT icon

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 0.18% 167
2022
Q4 		$232K Hold
935
– – 0.2% 161
2022
Q3 		$209K Hold
935
– – 0.2% 161
2022
Q2 		$220K Hold
935
– – 0.21% 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

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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
Wells Fargo San Francisco, California $501B 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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return