Galvin Gaustad & Stein’s Vanguard Health Care ETF VHT Stock Holding History

Galvin Gaustad & Stein’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	-939	Closed	-$265K	–	195
2024 Q3	$265K	Hold	939	–	–	0.02%	156
2024 Q2	$250K	Hold	939	–	–	0.02%	157
2024 Q1	$254K	Sell	939 -5	-0.5%	-$1.31K	0.02%	159
2023 Q4	$237K	Sell	944 -8	-0.8%	-$1.9K	0.02%	170
2023 Q3	$224K	Sell	952 -110	-10%	-$26.8K	0.02%	162
2023 Q2	$260K	Hold	1,062	–	–	0.03%	150
2023 Q1	$253K	Hold	1,062	–	–	0.03%	146
2022 Q4	$263K	Sell	1,062 -9	-0.8%	-$2.18K	0.03%	142
2022 Q3	$240K	Sell	1,071 -61	-5%	-$14.6K	0.03%	144
2022 Q2	$267K	Hold	1,132	–	–	0.03%	144
2022 Q1	$288K	Sell	1,132 -154	-12%	-$38.1K	0.03%	144
2021 Q4	$343K	Buy	1,286 +20	+2%	+$5.1K	0.03%	141
2021 Q3	$313K	Hold	1,266	–	–	0.03%	147
2021 Q2	$313K	Hold	1,266	–	–	0.03%	158
2021 Q1	$290K	Buy	1,266 +28	+2%	+$6.42K	0.03%	161
2020 Q4	$277K	Buy	+1,238	New	+$265K	0.03%	162

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

Galvin Gaustad & Stein's VHT Position: Q4 2024 in Review

Galvin Gaustad & Stein sold out of Vanguard Health Care ETF (VHT) in Q4 2024, closing a stake of 939 shares — an estimated $265K sold.

Galvin Gaustad & Stein first reported a position in VHT in Q4 2020 and held it in 16 quarters. The position peaked at $343K in Q4 2021. 1,058 funds tracked by Wall St. Rank hold VHT as of Q4 2024.

Galvin Gaustad & Stein reported no remaining Vanguard Health Care ETF position as of Q4 2024 after selling out during the quarter.
Galvin Gaustad & Stein sold 939 Vanguard Health Care ETF shares in Q4 2024, an estimated $265K.
Galvin Gaustad & Stein first reported a position in Vanguard Health Care ETF in Q4 2020 and held it in 16 quarters.
Galvin Gaustad & Stein's Vanguard Health Care ETF position peaked at $343K in Q4 2021.
1,058 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2024.

Based on Galvin Gaustad & Stein's 13F filing for Q4 2024, filed 17 Jan 2025.