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Gray Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Gray Wealth Management’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 		$5.72M Sell
22,549
-277
-1% -$74.6K 2.17% 11
2024
Q3 		$6.44M Buy
22,826
+726
+3% +$202K 2.54% 10
2024
Q2 		$5.88M Buy
22,100
+816
+4% +$214K 2.54% 10
2024
Q1 		$5.76M Buy
21,284
+1,078
+5% +$283K 2.57% 10
2023
Q4 		$5.07M Buy
20,206
+1,604
+9% +$380K 2.47% 11
2023
Q3 		$4.37M Buy
18,602
+1,492
+9% +$364K 2.24% 11
2023
Q2 		$4.19M Sell
17,110
-139
-0.8% -$33.8K 2.11% 14
2023
Q1 		$4.11M Sell
17,249
-61
-0.4% -$14.7K 2.25% 13
2022
Q4 		$4.29M Buy
17,310
+109
+0.6% +$26.4K 2.49% 13
2022
Q3 		$3.85M Buy
17,201
+312
+2% +$74.5K 2.46% 12
2022
Q2 		$3.98M Buy
16,889
+16
+0.1% +$3.86K 2.41% 12
2022
Q1 		$4.29M Buy
16,873
+46
+0.3% +$11.4K 2.21% 11
2021
Q4 		$4.48M Buy
16,827
+544
+3% +$139K 2.23% 12
2021
Q3 		$4.03M Buy
16,283
+360
+2% +$92.3K 2.25% 11
2021
Q2 		$3.94M Buy
15,923
+424
+3% +$101K 2.27% 12
2021
Q1 		$3.54M Buy
15,499
+329
+2% +$75.5K 2.25% 11
2020
Q4 		$3.39M Buy
15,170
+236
+2% +$50.4K 2.32% 10
2020
Q3 		$3.04M Sell
14,934
-6
-0% -$1.21K 2.38% 11
2020
Q2 		$2.88M Sell
14,940
-315
-2% -$59.1K 2.48% 10
2020
Q1 		$2.53M Buy
+15,255
New +$2.79M 2.78% 9

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 $666B 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 $530B 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 $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gray Wealth Management's VHT Position: Q4 2024 in Review

Gray Wealth Management reduced its Vanguard Health Care ETF (VHT) stake by 1.2% in Q4 2024, selling an estimated $74.6K and leaving 22,549 shares worth $5.72M. The position accounts for 2.17% of the portfolio, ranked #11.

Gray Wealth Management first reported a position in VHT in Q1 2020 and has held it in 20 quarters since. The position peaked at $6.44M in Q3 2024. 1,055 funds tracked by Wall St. Rank hold VHT as of Q4 2024.

  • Gray Wealth Management held 22,549 shares of Vanguard Health Care ETF worth $5.72M as of Q4 2024.
  • Gray Wealth Management sold 277 Vanguard Health Care ETF shares in Q4 2024, an estimated $74.6K.
  • Vanguard Health Care ETF made up 2.17% of Gray Wealth Management's portfolio in Q4 2024, its #11 holding.
  • Gray Wealth Management first reported a position in Vanguard Health Care ETF in Q1 2020 and has held it in 20 quarters since.
  • Gray Wealth Management's Vanguard Health Care ETF position peaked at $6.44M in Q3 2024.
  • 1,055 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.