HF
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Halpern Financial’s Vanguard Health Care ETF VHT Stock Holding History

Halpern Financial’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 		$28K Hold
100
– – 0.01% 110
2024
Q2 		$26.6K Hold
100
– – 0.01% 113
2024
Q1 		$26.4K Hold
100
– – 0.01% 118
2023
Q4 		$25.4K Hold
100
– – 0.01% 128
2023
Q3 		$23.5K Hold
100
– – 0.01% 118
2023
Q2 		$24.5K Sell
100
-162
-62% -$39.4K 0.01% 109
2023
Q1 		$62.5K Hold
262
– – 0.02% 73
2022
Q4 		$65K Hold
262
– – 0.02% 74
2022
Q3 		$58.6K Hold
262
– – 0.02% 74
2022
Q2 		$61.7K Hold
262
– – 0.02% 80
2022
Q1 		$66.6K Hold
262
– – 0.02% 88
2021
Q4 		$69.8K Hold
262
– – 0.03% 70
2021
Q3 		$64.8K Hold
262
– – 0.03% 66
2021
Q2 		$64.7K Buy
262
+58
+28% +$13.9K 0.03% 63
2021
Q1 		$46.7K Hold
204
– – 0.02% 60
2020
Q4 		$45.6K Hold
204
– – 0.02% 56
2020
Q3 		$41.6K Buy
204
+54
+36% +$10.9K 0.02% 58
2020
Q2 		$28.9K Hold
150
– – 0.02% 60
2020
Q1 		$24.9K Hold
150
– – 0.02% 58
2019
Q4 		$28.8K Buy
+150
New +$26.9K 0.02% 72

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Halpern Financial's VHT Position: Q3 2024 in Review

Halpern Financial held its Vanguard Health Care ETF (VHT) position steady in Q3 2024 at 100 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #110.

Halpern Financial first reported a position in VHT in Q4 2019 and has held it in 20 quarters since. The position peaked at $69.8K in Q4 2021. 1,028 funds tracked by Wall St. Rank hold VHT as of Q3 2024.

  • Halpern Financial held 100 shares of Vanguard Health Care ETF worth $28K as of Q3 2024.
  • Halpern Financial left its Vanguard Health Care ETF share count unchanged in Q3 2024.
  • Vanguard Health Care ETF made up 0.01% of Halpern Financial's portfolio in Q3 2024, its #110 holding.
  • Halpern Financial first reported a position in Vanguard Health Care ETF in Q4 2019 and has held it in 20 quarters since.
  • Halpern Financial's Vanguard Health Care ETF position peaked at $69.8K in Q4 2021.
  • 1,028 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.