GI
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Gradient Investments’s Vanguard Health Care ETF VHT Stock Holding History

Gradient Investments’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
Q3 		– Sell
-22
Closed -$5.85K – 1252
2024
Q2 		$5.85K Hold
22
– – ﹤0.01% 834
2024
Q1 		$5.95K Sell
22
-12
-35% -$3.15K ﹤0.01% 700
2023
Q4 		$8.52K Sell
34
-4
-11% -$947 ﹤0.01% 871
2023
Q3 		$8.93K Buy
38
+4
+12% +$975 ﹤0.01% 830
2023
Q2 		$8.32K Hold
34
– – ﹤0.01% 842
2023
Q1 		$8.11K Hold
34
– – ﹤0.01% 854
2022
Q4 		$8.43K Buy
34
+12
+55% +$2.91K ﹤0.01% 843
2022
Q3 		$5K Hold
22
– – ﹤0.01% 977
2022
Q2 		$5K Hold
22
– – ﹤0.01% 913
2022
Q1 		$6K Hold
22
– – ﹤0.01% 871
2021
Q4 		$6K Hold
22
– – ﹤0.01% 914
2021
Q3 		$5K Hold
22
– – ﹤0.01% 895
2021
Q2 		$5K Sell
22
-28
-56% -$6.69K ﹤0.01% 889
2021
Q1 		$11K Sell
50
-136
-73% -$31.2K ﹤0.01% 751
2020
Q4 		$38K Hold
186
– – ﹤0.01% 450
2020
Q3 		$38K Hold
186
– – ﹤0.01% 453
2020
Q2 		$36K Hold
186
– – ﹤0.01% 436
2020
Q1 		$31K Buy
186
+159
+589% +$29K ﹤0.01% 431
2019
Q4 		$5K Buy
+27
New +$4.84K ﹤0.01% 826
2018
Q4 		– Sell
-30
Closed -$5K – 1100
2018
Q3 		$5K Buy
+30
New +$5.16K ﹤0.01% 754
2018
Q1 		– Sell
-135
Closed -$21K – 1168
2017
Q4 		$21K Buy
+135
New +$20.7K ﹤0.01% 464
2017
Q1 		– Sell
-215
Closed -$27K – 835
2016
Q4 		$27K Buy
215
+138
+179% +$17.6K ﹤0.01% 329
2016
Q3 		$10K Buy
+77
New +$10.4K ﹤0.01% 461
2015
Q2 		– Sell
-121
Closed -$16K – 723
2015
Q1 		$16K Buy
+121
New +$15.9K ﹤0.01% 344

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Gradient Investments's VHT Position: Q3 2024 in Review

Gradient Investments sold out of Vanguard Health Care ETF (VHT) in Q3 2024, closing a stake of 22 shares — an estimated $5.85K sold.

Gradient Investments first reported a position in VHT in Q1 2015 and held it in 24 quarters. The position peaked at $38K in Q4 2020. 1,030 funds tracked by Wall St. Rank hold VHT as of Q3 2024.

  • Gradient Investments reported no remaining Vanguard Health Care ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 22 Vanguard Health Care ETF shares in Q3 2024, an estimated $5.85K.
  • Gradient Investments first reported a position in Vanguard Health Care ETF in Q1 2015 and held it in 24 quarters.
  • Gradient Investments's Vanguard Health Care ETF position peaked at $38K in Q4 2020.
  • 1,030 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.